WFA of San Diego’s Enphase Energy ENPH Stock Holding History

WFA of San Diego’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 Q1	–	Sell	-771	Closed	-$141K	–	107
2021 Q4	$141K	Buy	+771	New	+$161K	0.08%	137

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

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 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

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

WFA of San Diego's ENPH Position: Q1 2022 in Review

WFA of San Diego sold out of Enphase Energy (ENPH) in Q1 2022, closing a stake of 771 shares — an estimated $141K sold.

WFA of San Diego first reported a position in ENPH in Q4 2021 and held it in 1 quarter. The position peaked at $141K in Q4 2021. 770 funds tracked by Wall St. Rank hold ENPH as of Q1 2022.

WFA of San Diego reported no remaining Enphase Energy position as of Q1 2022 after selling out during the quarter.
WFA of San Diego sold 771 Enphase Energy shares in Q1 2022, an estimated $141K.
WFA of San Diego first reported a position in Enphase Energy in Q4 2021 and held it in 1 quarter.
WFA of San Diego's Enphase Energy position peaked at $141K in Q4 2021.
770 funds tracked by Wall St. Rank held Enphase Energy as of Q1 2022.

Based on WFA of San Diego's 13F filing for Q1 2022, filed 25 Apr 2022.