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AWM
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
–
1215
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
–
1297
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
–
1086
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%
923
Other funds holding ENPH
Vanguard Group
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
Baillie Gifford & Co
Edinburgh, United Kingdom
$97.9B AUM
20.73%
1-Year Est. Return
Invesco
Atlanta, Georgia
$653B AUM
32.41%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Wellington Management Group
Boston, Massachusetts
$535B AUM
26.23%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
Nordea Investment Management
Stockholm, Sweden
$107B AUM
24.58%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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