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BBJS Financial Advisors’s Enphase Energy ENPH Stock Holding History

BBJS Financial 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
Q3 		$5.65K Hold
50
– – ﹤0.01% 124
2024
Q2 		$4.99K Hold
50
– – ﹤0.01% 145
2024
Q1 		$6.05K Buy
+50
New +$5.83K ﹤0.01% 108

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
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

BBJS Financial Advisors's ENPH Position: Q3 2024 in Review

BBJS Financial Advisors held its Enphase Energy (ENPH) position steady in Q3 2024 at 50 shares worth $5.65K. The position accounts for ﹤0.01% of the portfolio, ranked #124.

BBJS Financial Advisors first reported a position in ENPH in Q1 2024 and has held it in 3 quarters since. The position peaked at $6.05K in Q1 2024. 729 funds tracked by Wall St. Rank hold ENPH as of Q3 2024.

  • BBJS Financial Advisors held 50 shares of Enphase Energy worth $5.65K as of Q3 2024.
  • BBJS Financial Advisors left its Enphase Energy share count unchanged in Q3 2024.
  • Enphase Energy made up ﹤0.01% of BBJS Financial Advisors's portfolio in Q3 2024, its #124 holding.
  • BBJS Financial Advisors first reported a position in Enphase Energy in Q1 2024 and has held it in 3 quarters since.
  • BBJS Financial Advisors's Enphase Energy position peaked at $6.05K in Q1 2024.
  • 729 funds tracked by Wall St. Rank held Enphase Energy as of Q3 2024.

Based on BBJS Financial Advisors's 13F filing for Q3 2024, filed 15 Oct 2024.