AWM
ENPH icon

Avior Wealth Management’s Enphase Energy ENPH Stock Holding History

Avior Wealth Management’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
2025
Q1 		– Sell
-1,045
Closed -$71.8K – 1214
2024
Q4 		$71.8K Buy
1,045
+762
+269% +$60.5K ﹤0.01% 1010
2024
Q3 		$32K Buy
283
+279
+6,975% +$31.2K ﹤0.01% 1271
2024
Q2 		$398 Sell
4
-27
-87% -$3.15K ﹤0.01% 2140
2024
Q1 		$3.75K Buy
+31
New +$3.62K ﹤0.01% 2152
2022
Q4 		– Sell
-193
Closed -$53K – 1295
2022
Q3 		$53K Sell
193
-1,289
-87% -$348K ﹤0.01% 594
2022
Q2 		$289K Hold
1,482
– – 0.03% 362
2022
Q1 		$299K Buy
1,482
+480
+48% +$75.4K 0.03% 384
2021
Q4 		$183K Buy
+1,002
New +$209K 0.02% 442
2021
Q3 		– Sell
-1,087
Closed -$199K – 1085
2021
Q2 		$199K Sell
1,087
-218
-17% -$32K 0.02% 401
2021
Q1 		$211K Buy
1,305
+1,287
+7,150% +$231K 0.02% 394
2020
Q4 		$3K Hold
18
– – ﹤0.01% 831
2020
Q3 		$1K Hold
18
– – ﹤0.01% 867
2020
Q2 		$0 Buy
+18
New +$860 ﹤0.01% 922

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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Avior Wealth Management's ENPH Position: Q1 2025 in Review

Avior Wealth Management sold out of Enphase Energy (ENPH) in Q1 2025, closing a stake of 1,045 shares — an estimated $71.8K sold.

Avior Wealth Management first reported a position in ENPH in Q2 2020 and held it in 13 quarters. The position peaked at $299K in Q1 2022. 590 funds tracked by Wall St. Rank hold ENPH as of Q1 2025.

  • Avior Wealth Management reported no remaining Enphase Energy position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 1,045 Enphase Energy shares in Q1 2025, an estimated $71.8K.
  • Avior Wealth Management first reported a position in Enphase Energy in Q2 2020 and held it in 13 quarters.
  • Avior Wealth Management's Enphase Energy position peaked at $299K in Q1 2022.
  • 590 funds tracked by Wall St. Rank held Enphase Energy as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.