tru Independence’s Enphase Energy ENPH Stock Holding History

tru Independence’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 Q1	–	Sell	-3	Closed	-$1	–	420
2020 Q4	$1	Buy	+3	New	+$380	﹤0.01%	682
2020 Q3	–	Sell	-430	Closed	-$20K	–	485
2020 Q2	$20K	Buy	+430	New	+$20.6K	﹤0.01%	499

Other funds holding ENPH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

GGHC

Gilder Gagnon Howe & Co New York $9.69B AUM 55.7% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

tru Independence's ENPH Position: Q1 2021 in Review

tru Independence sold out of Enphase Energy (ENPH) in Q1 2021, closing a stake of 3 shares — an estimated $1 sold.

tru Independence first reported a position in ENPH in Q2 2020 and held it in 2 quarters. The position peaked at $20K in Q2 2020. 632 funds tracked by Wall St. Rank hold ENPH as of Q1 2021.

tru Independence reported no remaining Enphase Energy position as of Q1 2021 after selling out during the quarter.
tru Independence sold 3 Enphase Energy shares in Q1 2021, an estimated $1.
tru Independence first reported a position in Enphase Energy in Q2 2020 and held it in 2 quarters.
tru Independence's Enphase Energy position peaked at $20K in Q2 2020.
632 funds tracked by Wall St. Rank held Enphase Energy as of Q1 2021.

Based on tru Independence's 13F filing for Q1 2021, filed 20 May 2021.