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Raymond James Financial Services Advisors’s Enphase Energy ENPH Stock Holding History

Raymond James Financial Services 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 		$1.3M Sell
11,506
-819
-7% -$91.5K ﹤0.01% 1988
2024
Q2 		$1.23M Sell
12,325
-2,915
-19% -$340K ﹤0.01% 1957
2024
Q1 		$1.84M Sell
15,240
-3,729
-20% -$435K ﹤0.01% 1682
2023
Q4 		$2.51M Sell
18,969
-4,482
-19% -$475K ﹤0.01% 1454
2023
Q3 		$2.82M Buy
23,451
+5,915
+34% +$843K 0.01% 1309
2023
Q2 		$2.94M Buy
17,536
+1,681
+11% +$300K 0.01% 1307
2023
Q1 		$3.33M Buy
15,855
+1,383
+10% +$300K 0.01% 1201
2022
Q4 		$3.83M Sell
14,472
-10,907
-43% -$3.17M 0.01% 1099
2022
Q3 		$7.04M Sell
25,379
-19,652
-44% -$5.3M 0.02% 769
2022
Q2 		$8.79M Sell
45,031
-20,011
-31% -$3.62M 0.02% 684
2022
Q1 		$13.1M Buy
65,042
+24,542
+61% +$3.86M 0.02% 577
2021
Q4 		$7.41M Buy
40,500
+33,700
+496% +$7.03M 0.01% 817
2021
Q3 		$1.02M Sell
6,800
-2,251
-25% -$386K ﹤0.01% 1943
2021
Q2 		$1.66M Buy
9,051
+3,010
+50% +$442K ﹤0.01% 1600
2021
Q1 		$980K Sell
6,041
-12,385
-67% -$2.22M ﹤0.01% 1880
2020
Q4 		$3.23M Buy
18,426
+7,072
+62% +$897K 0.01% 1029
2020
Q3 		$938K Sell
11,354
-566
-5% -$37.9K ﹤0.01% 1588
2020
Q2 		$567K Sell
11,920
-2,701
-18% -$129K ﹤0.01% 1835
2020
Q1 		$472K Buy
14,621
+1,996
+16% +$75.2K ﹤0.01% 1593
2019
Q4 		$330K Sell
12,625
-13,059
-51% -$297K ﹤0.01% 2259
2019
Q3 		$571K Sell
25,684
-2,628
-9% -$67.4K ﹤0.01% 1819
2019
Q2 		$516K Sell
28,312
-14,405
-34% -$198K ﹤0.01% 1913
2019
Q1 		$394K Buy
42,717
+30,112
+239% +$229K ﹤0.01% 2041
2018
Q4 		$60K Buy
12,605
+2,500
+25% +$12.7K ﹤0.01% 2453
2018
Q3 		$49K Hold
10,105
– – ﹤0.01% 2720
2018
Q2 		$68K Sell
10,105
-5,575
-36% -$28.8K ﹤0.01% 2648
2018
Q1 		$72K Sell
15,680
-800
-5% -$2.43K ﹤0.01% 2418
2017
Q4 		$40K Buy
+16,480
New +$34.5K ﹤0.01% 2454

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
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

Raymond James Financial Services Advisors's ENPH Position: Q3 2024 in Review

Raymond James Financial Services Advisors reduced its Enphase Energy (ENPH) stake by 6.6% in Q3 2024, selling an estimated $91.5K and leaving 11,506 shares worth $1.3M. The position accounts for ﹤0.01% of the portfolio, ranked #1988.

Raymond James Financial Services Advisors first reported a position in ENPH in Q4 2017 and has held it in 28 quarters since. The position peaked at $13.1M in Q1 2022. 732 funds tracked by Wall St. Rank hold ENPH as of Q3 2024.

  • Raymond James Financial Services Advisors held 11,506 shares of Enphase Energy worth $1.3M as of Q3 2024.
  • Raymond James Financial Services Advisors sold 819 Enphase Energy shares in Q3 2024, an estimated $91.5K.
  • Enphase Energy made up ﹤0.01% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #1988 holding.
  • Raymond James Financial Services Advisors first reported a position in Enphase Energy in Q4 2017 and has held it in 28 quarters since.
  • Raymond James Financial Services Advisors's Enphase Energy position peaked at $13.1M in Q1 2022.
  • 732 funds tracked by Wall St. Rank held Enphase Energy as of Q3 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.