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ICA Group Wealth Management’s Enphase Energy ENPH Stock Holding History

ICA Group 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
2024
Q2 		– Sell
-6
Closed -$726 – 924
2024
Q1 		$726 Hold
6
– – ﹤0.01% 1265
2023
Q4 		$793 Buy
+6
New +$636 ﹤0.01% 1252
2023
Q3 		– Sell
-6
Closed -$1K – 494
2023
Q2 		$1K Hold
6
– – ﹤0.01% 1194
2023
Q1 		$1.26K Hold
6
– – ﹤0.01% 1135
2022
Q4 		$1.59K Buy
+6
New +$1.75K ﹤0.01% 1132

Other funds holding ENPH

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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

ICA Group Wealth Management's ENPH Position: Q2 2024 in Review

ICA Group Wealth Management sold out of Enphase Energy (ENPH) in Q2 2024, closing a stake of 6 shares — an estimated $726 sold.

ICA Group Wealth Management first reported a position in ENPH in Q4 2022 and held it in 5 quarters. The position peaked at $1.59K in Q4 2022. 713 funds tracked by Wall St. Rank hold ENPH as of Q2 2024.

  • ICA Group Wealth Management reported no remaining Enphase Energy position as of Q2 2024 after selling out during the quarter.
  • ICA Group Wealth Management sold 6 Enphase Energy shares in Q2 2024, an estimated $726.
  • ICA Group Wealth Management first reported a position in Enphase Energy in Q4 2022 and held it in 5 quarters.
  • ICA Group Wealth Management's Enphase Energy position peaked at $1.59K in Q4 2022.
  • 713 funds tracked by Wall St. Rank held Enphase Energy as of Q2 2024.

Based on ICA Group Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.