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International Assets Investment Management’s Enphase Energy ENPH Stock Holding History

International Assets 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
2024
Q4 		– Sell
-500
Closed -$56.5K – 1106
2024
Q3 		$56.5K Buy
+500
New +$55.9K ﹤0.01% 1015
2023
Q1 		– Sell
-1,598
Closed -$423K – 1213
2022
Q4 		$423K Buy
+1,598
New +$465K 0.04% 381
2021
Q2 		– Sell
-593
Closed -$104K – 890
2021
Q1 		$104K Hold
593
– – 0.01% 705
2020
Q4 		$104K Buy
+593
New +$75.2K 0.02% 580

Other funds holding ENPH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

International Assets Investment Management's ENPH Position: Q4 2024 in Review

International Assets Investment Management sold out of Enphase Energy (ENPH) in Q4 2024, closing a stake of 500 shares — an estimated $56.5K sold.

International Assets Investment Management first reported a position in ENPH in Q4 2020 and held it in 4 quarters. The position peaked at $423K in Q4 2022. 626 funds tracked by Wall St. Rank hold ENPH as of Q4 2024.

  • International Assets Investment Management reported no remaining Enphase Energy position as of Q4 2024 after selling out during the quarter.
  • International Assets Investment Management sold 500 Enphase Energy shares in Q4 2024, an estimated $56.5K.
  • International Assets Investment Management first reported a position in Enphase Energy in Q4 2020 and held it in 4 quarters.
  • International Assets Investment Management's Enphase Energy position peaked at $423K in Q4 2022.
  • 626 funds tracked by Wall St. Rank held Enphase Energy as of Q4 2024.

Based on International Assets Investment Management's 13F filing for Q4 2024, filed 8 Jan 2025.