IMA Advisory Services’s Enphase Energy ENPH Stock Holding History

IMA Advisory Services’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
2022 Q4	–	Sell	-20	Closed	-$6K	–	380
2022 Q3	$6K	Buy	+20	New	+$5.39K	﹤0.01%	272

Other funds holding ENPH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

IMA Advisory Services's ENPH Position: Q4 2022 in Review

IMA Advisory Services sold out of Enphase Energy (ENPH) in Q4 2022, closing a stake of 20 shares — an estimated $6K sold.

IMA Advisory Services first reported a position in ENPH in Q3 2022 and held it in 1 quarter. The position peaked at $6K in Q3 2022. 941 funds tracked by Wall St. Rank hold ENPH as of Q4 2022.

IMA Advisory Services reported no remaining Enphase Energy position as of Q4 2022 after selling out during the quarter.
IMA Advisory Services sold 20 Enphase Energy shares in Q4 2022, an estimated $6K.
IMA Advisory Services first reported a position in Enphase Energy in Q3 2022 and held it in 1 quarter.
IMA Advisory Services's Enphase Energy position peaked at $6K in Q3 2022.
941 funds tracked by Wall St. Rank held Enphase Energy as of Q4 2022.

Based on IMA Advisory Services's 13F filing for Q4 2022, filed 16 Feb 2023.