B. Riley Wealth Management’s Enphase Energy ENPH Stock Holding History

B. Riley Wealth 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
2022 Q2	$552	Sell	2,829 -2,705	-49%	-$489K	﹤0.01%	394
2022 Q1	$1.12M	Buy	5,534 +3,245	+142%	+$510K	0.09%	197
2021 Q4	$419K	Sell	2,289 -269	-11%	-$56.1K	0.03%	391
2021 Q3	$384K	Sell	2,558 -211	-8%	-$36.2K	0.03%	391
2021 Q2	$508K	Buy	2,769 +206	+8%	+$30.2K	0.06%	232
2021 Q1	$416K	Sell	2,563 -582	-19%	-$104K	0.05%	247
2020 Q4	$552K	Buy	3,145 +566	+22%	+$71.8K	0.07%	193
2020 Q3	$213K	Buy	+2,579	New	+$173K	0.03%	352

Other funds holding ENPH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return

B. Riley Wealth Management's ENPH Position: Q2 2022 in Review

B. Riley Wealth Management reduced its Enphase Energy (ENPH) stake by 49% in Q2 2022, selling an estimated $489K and leaving 2,829 shares worth $552. The position accounts for ﹤0.01% of the portfolio, ranked #394.

B. Riley Wealth Management first reported a position in ENPH in Q3 2020 and has held it in 8 quarters since. The position peaked at $1.12M in Q1 2022. 809 funds tracked by Wall St. Rank hold ENPH as of Q2 2022.

B. Riley Wealth Management held 2,829 shares of Enphase Energy worth $552 as of Q2 2022.
B. Riley Wealth Management sold 2,705 Enphase Energy shares in Q2 2022, an estimated $489K.
Enphase Energy made up ﹤0.01% of B. Riley Wealth Management's portfolio in Q2 2022, its #394 holding.
B. Riley Wealth Management first reported a position in Enphase Energy in Q3 2020 and has held it in 8 quarters since.
B. Riley Wealth Management's Enphase Energy position peaked at $1.12M in Q1 2022.
809 funds tracked by Wall St. Rank held Enphase Energy as of Q2 2022.

Based on B. Riley Wealth Management's 13F filing for Q2 2022, filed 9 Sep 2022.