RJT
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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 $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Trust's ENPH Position: Q4 2023 in Review

Raymond James Trust sold out of Enphase Energy (ENPH) in Q4 2023, closing a stake of 1,832 shares — an estimated $220K sold.

Raymond James Trust first reported a position in ENPH in Q1 2022 and held it in 7 quarters. The position peaked at $426K in Q1 2023. 759 funds tracked by Wall St. Rank hold ENPH as of Q4 2023.

  • Raymond James Trust reported no remaining Enphase Energy position as of Q4 2023 after selling out during the quarter.
  • Raymond James Trust sold 1,832 Enphase Energy shares in Q4 2023, an estimated $220K.
  • Raymond James Trust first reported a position in Enphase Energy in Q1 2022 and held it in 7 quarters.
  • Raymond James Trust's Enphase Energy position peaked at $426K in Q1 2023.
  • 759 funds tracked by Wall St. Rank held Enphase Energy as of Q4 2023.

Based on Raymond James Trust's 13F filing for Q4 2023, filed 10 Jan 2024.