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TrustCore Financial Services’s Enphase Energy ENPH Stock Holding History

TrustCore 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
2022
Q4 		$26.5K Hold
100
– – ﹤0.01% 562
2022
Q3 		$28K Hold
100
– – ﹤0.01% 554
2022
Q2 		$20K Hold
100
– – ﹤0.01% 636
2022
Q1 		$20K Buy
+100
New +$15.7K ﹤0.01% 653
2020
Q4 		– Sell
-60
Closed -$5K – 910
2020
Q3 		$5K Hold
60
– – ﹤0.01% 688
2020
Q2 		$3K Buy
+60
New +$2.87K ﹤0.01% 756

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

TrustCore Financial Services's ENPH Position: Q4 2022 in Review

TrustCore Financial Services held its Enphase Energy (ENPH) position steady in Q4 2022 at 100 shares worth $26.5K. The position accounts for ﹤0.01% of the portfolio, ranked #562.

TrustCore Financial Services first reported a position in ENPH in Q2 2020 and has held it in 6 quarters since. The position peaked at $28K in Q3 2022. 940 funds tracked by Wall St. Rank hold ENPH as of Q4 2022.

  • TrustCore Financial Services held 100 shares of Enphase Energy worth $26.5K as of Q4 2022.
  • TrustCore Financial Services left its Enphase Energy share count unchanged in Q4 2022.
  • Enphase Energy made up ﹤0.01% of TrustCore Financial Services's portfolio in Q4 2022, its #562 holding.
  • TrustCore Financial Services first reported a position in Enphase Energy in Q2 2020 and has held it in 6 quarters since.
  • TrustCore Financial Services's Enphase Energy position peaked at $28K in Q3 2022.
  • 940 funds tracked by Wall St. Rank held Enphase Energy as of Q4 2022.

Based on TrustCore Financial Services's 13F filing for Q4 2022, filed 13 Feb 2023.