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Sheets Smith Wealth Management’s Enphase Energy ENPH Stock Holding History

Sheets Smith Wealth Management’s Portfolio ENPH Stock Details ENPH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-2,878
Closed -$527K – 365
2021
Q4 		$527K Buy
2,878
+160
+6% +$33.4K 0.07% 223
2021
Q3 		$408K Sell
2,718
-85
-3% -$14.6K 0.06% 246
2021
Q2 		$515K Hold
2,803
– – 0.07% 217
2021
Q1 		$455K Sell
2,803
-2,798
-50% -$502K 0.07% 217
2020
Q4 		$983K Buy
5,601
+46
+0.8% +$5.83K 0.15% 134
2020
Q3 		$459K Buy
+5,555
New +$372K 0.08% 191

Other funds holding ENPH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $112B AUM 36.28% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Sheets Smith Wealth Management's ENPH Position: Q1 2022 in Review

Sheets Smith Wealth Management sold out of Enphase Energy (ENPH) in Q1 2022, closing a stake of 2,878 shares — an estimated $527K sold.

Sheets Smith Wealth Management first reported a position in ENPH in Q3 2020 and held it in 6 quarters. The position peaked at $983K in Q4 2020. 772 funds tracked by Wall St. Rank hold ENPH as of Q1 2022.

  • Sheets Smith Wealth Management reported no remaining Enphase Energy position as of Q1 2022 after selling out during the quarter.
  • Sheets Smith Wealth Management sold 2,878 Enphase Energy shares in Q1 2022, an estimated $527K.
  • Sheets Smith Wealth Management first reported a position in Enphase Energy in Q3 2020 and held it in 6 quarters.
  • Sheets Smith Wealth Management's Enphase Energy position peaked at $983K in Q4 2020.
  • 772 funds tracked by Wall St. Rank held Enphase Energy as of Q1 2022.

Based on Sheets Smith Wealth Management's 13F filing for Q1 2022, filed 2 May 2022.