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Bedell Frazier Investment Counselling’s Enphase Energy ENPH Stock Holding History

Bedell Frazier Investment Counselling’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
-8,727
Closed -$986K – 111
2024
Q3 		$986K Buy
8,727
+803
+10% +$89.7K 0.24% 62
2024
Q2 		$790K Buy
7,924
+536
+7% +$62.4K 0.19% 68
2024
Q1 		$894K Sell
7,388
-205
-3% -$23.9K 0.22% 64
2023
Q4 		$1M Buy
7,593
+497
+7% +$52.7K 0.28% 56
2023
Q3 		$853K Buy
7,096
+254
+4% +$36.2K 0.25% 56
2023
Q2 		$1.15M Sell
6,842
-239
-3% -$42.7K 0.34% 53
2023
Q1 		$1.49M Sell
7,081
-155
-2% -$33.6K 0.44% 43
2022
Q4 		$1.92M Sell
7,236
-53
-0.7% -$15.4K 0.5% 45
2022
Q3 		$2.02M Sell
7,289
-193
-3% -$52.1K 0.57% 42
2022
Q2 		$1.46M Sell
7,482
-147
-2% -$26.6K 0.45% 45
2022
Q1 		$1.54M Sell
7,629
-1,033
-12% -$162K 0.39% 49
2021
Q4 		$1.58M Sell
8,662
-3,619
-29% -$755K 0.39% 50
2021
Q3 		$1.84M Buy
12,281
+377
+3% +$64.7K 0.51% 49
2021
Q2 		$2.19M Buy
11,904
+610
+5% +$89.5K 0.55% 48
2021
Q1 		$1.83M Buy
+11,294
New +$2.03M 0.52% 47

Other funds holding ENPH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $123B AUM 38.85% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Bedell Frazier Investment Counselling's ENPH Position: Q4 2024 in Review

Bedell Frazier Investment Counselling sold out of Enphase Energy (ENPH) in Q4 2024, closing a stake of 8,727 shares — an estimated $986K sold.

Bedell Frazier Investment Counselling first reported a position in ENPH in Q1 2021 and held it in 15 quarters. The position peaked at $2.19M in Q2 2021. 625 funds tracked by Wall St. Rank hold ENPH as of Q4 2024.

  • Bedell Frazier Investment Counselling reported no remaining Enphase Energy position as of Q4 2024 after selling out during the quarter.
  • Bedell Frazier Investment Counselling sold 8,727 Enphase Energy shares in Q4 2024, an estimated $986K.
  • Bedell Frazier Investment Counselling first reported a position in Enphase Energy in Q1 2021 and held it in 15 quarters.
  • Bedell Frazier Investment Counselling's Enphase Energy position peaked at $2.19M in Q2 2021.
  • 625 funds tracked by Wall St. Rank held Enphase Energy as of Q4 2024.

Based on Bedell Frazier Investment Counselling's 13F filing for Q4 2024, filed 12 Feb 2025.