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Integrated Advisors Network’s Enphase Energy ENPH Stock Holding History

Integrated Advisors Network’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
Q3 		– Sell
-2,543
Closed -$254K – 721
2024
Q2 		$254K Buy
+2,543
New +$296K 0.01% 610
2023
Q2 		– Sell
-1,167
Closed -$245K – 676
2023
Q1 		$245K Buy
+1,167
New +$253K 0.01% 590

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

Integrated Advisors Network's ENPH Position: Q3 2024 in Review

Integrated Advisors Network sold out of Enphase Energy (ENPH) in Q3 2024, closing a stake of 2,543 shares — an estimated $254K sold.

Integrated Advisors Network first reported a position in ENPH in Q1 2023 and held it in 2 quarters. The position peaked at $254K in Q2 2024. 729 funds tracked by Wall St. Rank hold ENPH as of Q3 2024.

  • Integrated Advisors Network reported no remaining Enphase Energy position as of Q3 2024 after selling out during the quarter.
  • Integrated Advisors Network sold 2,543 Enphase Energy shares in Q3 2024, an estimated $254K.
  • Integrated Advisors Network first reported a position in Enphase Energy in Q1 2023 and held it in 2 quarters.
  • Integrated Advisors Network's Enphase Energy position peaked at $254K in Q2 2024.
  • 729 funds tracked by Wall St. Rank held Enphase Energy as of Q3 2024.

Based on Integrated Advisors Network's 13F filing for Q3 2024, filed 25 Oct 2024.