WESPAC Advisors’s Enphase Energy ENPH Stock Holding History

WESPAC 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	-2,800	Closed	-$491K	–	169
2020 Q4	$491K	Buy	+2,800	New	+$355K	0.38%	83

Other funds holding ENPH

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

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

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

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

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

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

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 Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

WESPAC Advisors's ENPH Position: Q1 2021 in Review

WESPAC Advisors sold out of Enphase Energy (ENPH) in Q1 2021, closing a stake of 2,800 shares — an estimated $491K sold.

WESPAC Advisors first reported a position in ENPH in Q4 2020 and held it in 1 quarter. The position peaked at $491K in Q4 2020. 631 funds tracked by Wall St. Rank hold ENPH as of Q1 2021.

WESPAC Advisors reported no remaining Enphase Energy position as of Q1 2021 after selling out during the quarter.
WESPAC Advisors sold 2,800 Enphase Energy shares in Q1 2021, an estimated $491K.
WESPAC Advisors first reported a position in Enphase Energy in Q4 2020 and held it in 1 quarter.
WESPAC Advisors's Enphase Energy position peaked at $491K in Q4 2020.
631 funds tracked by Wall St. Rank held Enphase Energy as of Q1 2021.

Based on WESPAC Advisors's 13F filing for Q1 2021, filed 10 May 2021.