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Industrial Alliance Investment Management’s Enphase Energy ENPH Stock Holding History

Industrial Alliance Investment 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
2023
Q2 		– Sell
-8,210
Closed -$1.73M – 268
2023
Q1 		$1.73M Buy
8,210
+338
+4% +$73.2K 0.05% 240
2022
Q4 		$2.09M Buy
+7,872
New +$2.29M 0.06% 224

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Industrial Alliance Investment Management's ENPH Position: Q2 2023 in Review

Industrial Alliance Investment Management sold out of Enphase Energy (ENPH) in Q2 2023, closing a stake of 8,210 shares — an estimated $1.73M sold.

Industrial Alliance Investment Management first reported a position in ENPH in Q4 2022 and held it in 2 quarters. The position peaked at $2.09M in Q4 2022. 864 funds tracked by Wall St. Rank hold ENPH as of Q2 2023.

  • Industrial Alliance Investment Management reported no remaining Enphase Energy position as of Q2 2023 after selling out during the quarter.
  • Industrial Alliance Investment Management sold 8,210 Enphase Energy shares in Q2 2023, an estimated $1.73M.
  • Industrial Alliance Investment Management first reported a position in Enphase Energy in Q4 2022 and held it in 2 quarters.
  • Industrial Alliance Investment Management's Enphase Energy position peaked at $2.09M in Q4 2022.
  • 864 funds tracked by Wall St. Rank held Enphase Energy as of Q2 2023.

Based on Industrial Alliance Investment Management's 13F filing for Q2 2023, filed 14 Aug 2023.