RJT
ENPH icon

Raymond James Trust’s Enphase Energy ENPH Stock Holding History

Raymond James Trust’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
Q4 		– Sell
-1,832
Closed -$220K – 1217
2023
Q3 		$220K Sell
1,832
-327
-15% -$46.6K 0.01% 1041
2023
Q2 		$362K Buy
2,159
+134
+7% +$23.9K 0.01% 804
2023
Q1 		$426K Buy
2,025
+635
+46% +$138K 0.01% 701
2022
Q4 		$369K Buy
1,390
+200
+17% +$58.2K 0.01% 738
2022
Q3 		$331K Sell
1,190
-11
-0.9% -$2.97K 0.01% 745
2022
Q2 		$234K Sell
1,201
-31
-3% -$5.6K 0.01% 935
2022
Q1 		$249K Buy
+1,232
New +$194K 0.01% 979

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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return