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Valeo Financial Advisors’s Enphase Energy ENPH Stock Holding History

Valeo Financial 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
Q2 		– Sell
-25
Closed -$4K – 890
2021
Q1 		$4K Buy
+25
New +$4.49K ﹤0.01% 1616
2020
Q4 		– Sell
-10
Closed -$1K – 1716
2020
Q3 		$1K Sell
10
-2
-17% -$134 ﹤0.01% 1480
2020
Q2 		$1K Buy
12
+2
+20% +$96 ﹤0.01% 1869
2020
Q1 		$0 Buy
+10
New +$377 ﹤0.01% 1820

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 $3.38T AUM 44.17% 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

Valeo Financial Advisors's ENPH Position: Q2 2021 in Review

Valeo Financial Advisors sold out of Enphase Energy (ENPH) in Q2 2021, closing a stake of 25 shares — an estimated $4K sold.

Valeo Financial Advisors first reported a position in ENPH in Q1 2020 and held it in 4 quarters. The position peaked at $4K in Q1 2021. 629 funds tracked by Wall St. Rank hold ENPH as of Q2 2021.

  • Valeo Financial Advisors reported no remaining Enphase Energy position as of Q2 2021 after selling out during the quarter.
  • Valeo Financial Advisors sold 25 Enphase Energy shares in Q2 2021, an estimated $4K.
  • Valeo Financial Advisors first reported a position in Enphase Energy in Q1 2020 and held it in 4 quarters.
  • Valeo Financial Advisors's Enphase Energy position peaked at $4K in Q1 2021.
  • 629 funds tracked by Wall St. Rank held Enphase Energy as of Q2 2021.

Based on Valeo Financial Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.