SSWM
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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 $5.7T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $86.6B AUM 38.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return