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Sowell Financial Services’s Enphase Energy ENPH Stock Holding History

Sowell Financial Services’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
2021
Q2 		– Sell
-1,455
Closed -$177K – 1151
2021
Q1 		$177K Sell
1,455
-21
-1% -$3.77K 0.01% 1109
2020
Q4 		$259K Sell
1,476
-509
-26% -$64.6K 0.01% 753
2020
Q3 		$164K Sell
1,985
-1,052
-35% -$70.5K 0.01% 798
2020
Q2 		$144K Buy
+3,037
New +$145K 0.01% 849

Other funds holding ENPH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $99.8B AUM 45.22% 1-Year Est. Return

Sowell Financial Services's ENPH Position: Q2 2021 in Review

Sowell Financial Services sold out of Enphase Energy (ENPH) in Q2 2021, closing a stake of 1,455 shares — an estimated $177K sold.

Sowell Financial Services first reported a position in ENPH in Q2 2020 and held it in 4 quarters. The position peaked at $259K in Q4 2020. 629 funds tracked by Wall St. Rank hold ENPH as of Q2 2021.

  • Sowell Financial Services reported no remaining Enphase Energy position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 1,455 Enphase Energy shares in Q2 2021, an estimated $177K.
  • Sowell Financial Services first reported a position in Enphase Energy in Q2 2020 and held it in 4 quarters.
  • Sowell Financial Services's Enphase Energy position peaked at $259K in Q4 2020.
  • 629 funds tracked by Wall St. Rank held Enphase Energy as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.