CFA
IPHI

Carroll Financial Associates’s INPHI CORPORATION IPHI Stock Holding History

Carroll Financial Associates’s Portfolio IPHI Stock Details IPHI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-33
Closed -$3K – 1759
2020
Q2 		$3K Buy
+33
New +$3.47K ﹤0.01% 1329
2020
Q1 		– Sell
-540
Closed -$39K – 1766
2019
Q4 		$39K Buy
+540
New +$37.1K ﹤0.01% 720
2016
Q2 		– Sell
-9
Closed – – 1248
2016
Q1 		$0 Buy
+9
New +$240 ﹤0.01% 1246

Other funds holding IPHI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

Carroll Financial Associates's IPHI Position: Q3 2020 in Review

Carroll Financial Associates sold out of INPHI CORPORATION (IPHI) in Q3 2020, closing a stake of 33 shares — an estimated $3K sold.

Carroll Financial Associates first reported a position in IPHI in Q1 2016 and held it in 3 quarters. The position peaked at $39K in Q4 2019. 295 funds tracked by Wall St. Rank hold IPHI as of Q3 2020.

  • Carroll Financial Associates reported no remaining INPHI CORPORATION position as of Q3 2020 after selling out during the quarter.
  • Carroll Financial Associates sold 33 INPHI CORPORATION shares in Q3 2020, an estimated $3K.
  • Carroll Financial Associates first reported a position in INPHI CORPORATION in Q1 2016 and held it in 3 quarters.
  • Carroll Financial Associates's INPHI CORPORATION position peaked at $39K in Q4 2019.
  • 295 funds tracked by Wall St. Rank held INPHI CORPORATION as of Q3 2020.

Based on Carroll Financial Associates's 13F filing for Q3 2020, filed 6 Oct 2020.