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Integrated Wealth Concepts’s Enphase Energy ENPH Stock Holding History

Integrated Wealth Concepts’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
Q4 		– Sell
-1,937
Closed -$219K – 1737
2024
Q3 		$219K Sell
1,937
-1,668
-46% -$186K ﹤0.01% 1521
2024
Q2 		$359K Sell
3,605
-272
-7% -$31.7K ﹤0.01% 1213
2024
Q1 		$469K Sell
3,877
-267
-6% -$31.2K 0.01% 1075
2023
Q4 		$548K Buy
4,144
+461
+13% +$48.9K 0.01% 960
2023
Q3 		$443K Buy
3,683
+1,085
+42% +$155K 0.01% 1035
2023
Q2 		$435K Sell
2,598
-2,070
-44% -$370K 0.01% 1049
2023
Q1 		$982K Buy
4,668
+2,528
+118% +$548K 0.02% 627
2022
Q4 		$567K Buy
2,140
+57
+3% +$16.6K 0.02% 625
2022
Q3 		$578K Buy
+2,083
New +$562K 0.02% 547

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Integrated Wealth Concepts's ENPH Position: Q4 2024 in Review

Integrated Wealth Concepts sold out of Enphase Energy (ENPH) in Q4 2024, closing a stake of 1,937 shares — an estimated $219K sold.

Integrated Wealth Concepts first reported a position in ENPH in Q3 2022 and held it in 9 quarters. The position peaked at $982K in Q1 2023. 622 funds tracked by Wall St. Rank hold ENPH as of Q4 2024.

  • Integrated Wealth Concepts reported no remaining Enphase Energy position as of Q4 2024 after selling out during the quarter.
  • Integrated Wealth Concepts sold 1,937 Enphase Energy shares in Q4 2024, an estimated $219K.
  • Integrated Wealth Concepts first reported a position in Enphase Energy in Q3 2022 and held it in 9 quarters.
  • Integrated Wealth Concepts's Enphase Energy position peaked at $982K in Q1 2023.
  • 622 funds tracked by Wall St. Rank held Enphase Energy as of Q4 2024.

Based on Integrated Wealth Concepts's 13F filing for Q4 2024, filed 14 Feb 2025.