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World Asset Management’s Enphase Energy ENPH Stock Holding History

World Asset 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
2021
Q3 		$337K Sell
2,246
-273
-11% -$46.8K 0.03% 554
2021
Q2 		$463K Buy
2,519
+202
+9% +$29.6K 0.04% 456
2021
Q1 		$323K Sell
2,317
-2,237
-49% -$402K 0.03% 653
2020
Q4 		$799K Sell
4,554
-123
-3% -$15.6K 0.08% 260
2020
Q3 		$386K Buy
+4,677
New +$313K 0.04% 449

Other funds holding ENPH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

World Asset Management's ENPH Position: Q3 2021 in Review

World Asset Management reduced its Enphase Energy (ENPH) stake by 11% in Q3 2021, selling an estimated $46.8K and leaving 2,246 shares worth $337K. The position accounts for 0.03% of the portfolio, ranked #554.

World Asset Management first reported a position in ENPH in Q3 2020 and has held it in 5 quarters since. The position peaked at $799K in Q4 2020. 637 funds tracked by Wall St. Rank hold ENPH as of Q3 2021.

  • World Asset Management held 2,246 shares of Enphase Energy worth $337K as of Q3 2021.
  • World Asset Management sold 273 Enphase Energy shares in Q3 2021, an estimated $46.8K.
  • Enphase Energy made up 0.03% of World Asset Management's portfolio in Q3 2021, its #554 holding.
  • World Asset Management first reported a position in Enphase Energy in Q3 2020 and has held it in 5 quarters since.
  • World Asset Management's Enphase Energy position peaked at $799K in Q4 2020.
  • 637 funds tracked by Wall St. Rank held Enphase Energy as of Q3 2021.

Based on World Asset Management's 13F filing for Q3 2021, filed 10 Nov 2021.