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BRWA
B. Riley Wealth Advisors’s
Enphase Energy
ENPH
Stock Holding History
B. Riley Wealth Advisors’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
-3,727
Closed
-$419K
–
1186
2024
Q3
$419K
Sell
3,727
-893
-19%
-$99.8K
0.01%
810
2024
Q2
$461K
Buy
4,620
+646
+16%
+$75.2K
0.01%
853
2024
Q1
$477K
Sell
3,974
-369
-8%
-$43.1K
0.01%
815
2023
Q4
$574K
Buy
4,343
+369
+9%
+$39.1K
0.02%
749
2023
Q3
$477K
Sell
3,974
-1,933
-33%
-$275K
0.01%
815
2023
Q2
$989K
Sell
5,907
-132
-2%
-$23.6K
0.02%
573
2023
Q1
$1.27M
Sell
6,039
-166
-3%
-$36K
0.03%
471
2022
Q4
$1.64M
Sell
6,205
-65
-1%
-$18.9K
0.05%
389
2022
Q3
$1.74M
Buy
6,270
+2,693
+75%
+$726K
0.05%
338
2022
Q2
$699K
Sell
3,577
-625
-15%
-$113K
0.03%
526
2022
Q1
$848K
Sell
4,202
-467
-10%
-$73.4K
0.03%
538
2021
Q4
$855K
Sell
4,669
-36
-0.8%
-$7.51K
0.02%
581
2021
Q3
$770K
Sell
4,705
-868
-16%
-$149K
0.02%
610
2021
Q2
$975K
Sell
5,573
-250
-4%
-$36.7K
0.03%
514
2021
Q1
$977K
Sell
5,823
-54
-0.9%
-$9.69K
0.03%
487
2020
Q4
$1.03M
Buy
5,877
+765
+15%
+$97K
0.06%
318
2020
Q3
$341K
Buy
+5,112
New
+$342K
0.02%
673
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$6.9T AUM
27.45%
1-Year Est. Return
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$5.7T AUM
30.48%
1-Year Est. Return
Baillie Gifford & Co
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$97.9B AUM
20.73%
1-Year Est. Return
State Street
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$2.9T AUM
29.55%
1-Year Est. Return
Invesco
Atlanta, Georgia
$1.02T AUM
30.18%
1-Year Est. Return
Wellington Management Group
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$535B AUM
26.23%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
Swedbank
Stockholm, Sweden
$116B AUM
46.87%
1-Year Est. Return
Nordea Investment Management
Stockholm, Sweden
$107B AUM
24.58%
1-Year Est. Return
UBS AM
Chicago, Illinois
$481B AUM
26.39%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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