Washington Trust’s Enphase Energy ENPH Stock Holding History

Washington Trust’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 Q3	–	Sell	-236	Closed	-$43K	–	1071
2021 Q2	$43K	Hold	236	–	–	﹤0.01%	556
2021 Q1	$38K	Sell	236 -49	-17%	-$8.8K	﹤0.01%	557
2020 Q4	$50K	Buy	+285	New	+$36.1K	﹤0.01%	488

Other funds holding ENPH

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Washington Trust's ENPH Position: Q3 2021 in Review

Washington Trust sold out of Enphase Energy (ENPH) in Q3 2021, closing a stake of 236 shares — an estimated $43K sold.

Washington Trust first reported a position in ENPH in Q4 2020 and held it in 3 quarters. The position peaked at $50K in Q4 2020. 637 funds tracked by Wall St. Rank hold ENPH as of Q3 2021.

Washington Trust reported no remaining Enphase Energy position as of Q3 2021 after selling out during the quarter.
Washington Trust sold 236 Enphase Energy shares in Q3 2021, an estimated $43K.
Washington Trust first reported a position in Enphase Energy in Q4 2020 and held it in 3 quarters.
Washington Trust's Enphase Energy position peaked at $50K in Q4 2020.
637 funds tracked by Wall St. Rank held Enphase Energy as of Q3 2021.

Based on Washington Trust's 13F filing for Q3 2021, filed 9 Nov 2021.