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TRUE Private Wealth Advisors’s Enphase Energy ENPH Stock Holding History

TRUE Private Wealth Advisors’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
-100
Closed -$17K – 377
2020
Q4 		$17K Buy
+100
New +$12.7K ﹤0.01% 465

Other funds holding ENPH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

TRUE Private Wealth Advisors's ENPH Position: Q1 2021 in Review

TRUE Private Wealth Advisors sold out of Enphase Energy (ENPH) in Q1 2021, closing a stake of 100 shares — an estimated $17K sold.

TRUE Private Wealth Advisors first reported a position in ENPH in Q4 2020 and held it in 1 quarter. The position peaked at $17K in Q4 2020. 631 funds tracked by Wall St. Rank hold ENPH as of Q1 2021.

  • TRUE Private Wealth Advisors reported no remaining Enphase Energy position as of Q1 2021 after selling out during the quarter.
  • TRUE Private Wealth Advisors sold 100 Enphase Energy shares in Q1 2021, an estimated $17K.
  • TRUE Private Wealth Advisors first reported a position in Enphase Energy in Q4 2020 and held it in 1 quarter.
  • TRUE Private Wealth Advisors's Enphase Energy position peaked at $17K in Q4 2020.
  • 631 funds tracked by Wall St. Rank held Enphase Energy as of Q1 2021.

Based on TRUE Private Wealth Advisors's 13F filing for Q1 2021, filed 12 May 2021.