BJL
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Brighton Jones LLC’s Enphase Energy ENPH Stock Holding History

Brighton Jones LLC’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
2023
Q3 		– Sell
-1,714
Closed -$287K – 556
2023
Q2 		$287K Sell
1,714
-455
-21% -$81.3K 0.01% 409
2023
Q1 		$456K Buy
2,169
+10
+0.5% +$2.17K 0.03% 303
2022
Q4 		$572K Buy
2,159
+53
+3% +$15.4K 0.03% 229
2022
Q3 		$584K Buy
2,106
+830
+65% +$224K 0.03% 220
2022
Q2 		$249K Buy
1,276
+35
+3% +$6.33K 0.01% 370
2022
Q1 		$250K Buy
1,241
+13
+1% +$2.04K 0.01% 420
2021
Q4 		$225K Buy
+1,228
New +$256K 0.01% 463
2021
Q3 		– Sell
-1,255
Closed -$230K – 495
2021
Q2 		$230K Sell
1,255
-6
-0.5% -$880 0.01% 422
2021
Q1 		$204K Buy
1,261
+38
+3% +$6.82K 0.01% 404
2020
Q4 		$215K Buy
+1,223
New +$155K 0.01% 356

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
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
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Brighton Jones LLC's ENPH Position: Q3 2023 in Review

Brighton Jones LLC sold out of Enphase Energy (ENPH) in Q3 2023, closing a stake of 1,714 shares — an estimated $287K sold.

Brighton Jones LLC first reported a position in ENPH in Q4 2020 and held it in 10 quarters. The position peaked at $584K in Q3 2022. 783 funds tracked by Wall St. Rank hold ENPH as of Q3 2023.

  • Brighton Jones LLC reported no remaining Enphase Energy position as of Q3 2023 after selling out during the quarter.
  • Brighton Jones LLC sold 1,714 Enphase Energy shares in Q3 2023, an estimated $287K.
  • Brighton Jones LLC first reported a position in Enphase Energy in Q4 2020 and held it in 10 quarters.
  • Brighton Jones LLC's Enphase Energy position peaked at $584K in Q3 2022.
  • 783 funds tracked by Wall St. Rank held Enphase Energy as of Q3 2023.

Based on Brighton Jones LLC's 13F filing for Q3 2023, filed 26 Oct 2023.