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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
2022
Q3 		– Sell
-28,100
Closed -$58K – 3316
2022
Q2 		$58K Buy
28,100
+300
+1% +$54.2K ﹤0.01% 3074
2022
Q1 		$171K Buy
27,800
+11,900
+75% +$1.87M ﹤0.01% 3004
2021
Q4 		$47K Buy
+15,900
New +$3.32M ﹤0.01% 3194

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.