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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
-56,510
Closed -$500 – 1106
2024
Q3 		$500 Buy
+56,510
New +$6.31M ﹤0.01% 1342
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 $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

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 56,510 shares — an estimated $500 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. 623 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 56,510 Enphase Energy shares in Q4 2024, an estimated $500.
  • 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.
  • 623 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.