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IAM Advisory’s Enphase Energy ENPH Stock Holding History

IAM Advisory’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
2023
Q3 		– Sell
-3,113
Closed -$521K – 102
2023
Q2 		$521K Buy
3,113
+36
+1% +$6.43K 0.18% 60
2023
Q1 		$647K Sell
3,077
-291
-9% -$63K 0.22% 59
2022
Q4 		$892K Sell
3,368
-47
-1% -$13.7K 0.33% 43
2022
Q3 		$948K Buy
+3,415
New +$921K 0.4% 42

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

IAM Advisory's ENPH Position: Q3 2023 in Review

IAM Advisory sold out of Enphase Energy (ENPH) in Q3 2023, closing a stake of 3,113 shares — an estimated $521K sold.

IAM Advisory first reported a position in ENPH in Q3 2022 and held it in 4 quarters. The position peaked at $948K in Q3 2022. 783 funds tracked by Wall St. Rank hold ENPH as of Q3 2023.

  • IAM Advisory reported no remaining Enphase Energy position as of Q3 2023 after selling out during the quarter.
  • IAM Advisory sold 3,113 Enphase Energy shares in Q3 2023, an estimated $521K.
  • IAM Advisory first reported a position in Enphase Energy in Q3 2022 and held it in 4 quarters.
  • IAM Advisory's Enphase Energy position peaked at $948K in Q3 2022.
  • 783 funds tracked by Wall St. Rank held Enphase Energy as of Q3 2023.

Based on IAM Advisory's 13F filing for Q3 2023, filed 10 Oct 2023.