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Reilly Financial Advisors’s Enphase Energy ENPH Stock Holding History

Reilly Financial 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
2021
Q4 		$40K Hold
218
– – ﹤0.01% 440
2021
Q3 		$33K Hold
218
– – ﹤0.01% 434
2021
Q2 		$40K Hold
218
– – ﹤0.01% 407
2021
Q1 		$35K Buy
218
+123
+129% +$22.1K ﹤0.01% 424
2020
Q4 		$17K Buy
+95
New +$12K ﹤0.01% 522

Other funds holding ENPH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Reilly Financial Advisors's ENPH Position: Q4 2021 in Review

Reilly Financial Advisors held its Enphase Energy (ENPH) position steady in Q4 2021 at 218 shares worth $40K. The position accounts for ﹤0.01% of the portfolio, ranked #440.

Reilly Financial Advisors first reported a position in ENPH in Q4 2020 and has held it in 5 quarters since. 750 funds tracked by Wall St. Rank hold ENPH as of Q4 2021.

  • Reilly Financial Advisors held 218 shares of Enphase Energy worth $40K as of Q4 2021.
  • Reilly Financial Advisors left its Enphase Energy share count unchanged in Q4 2021.
  • Enphase Energy made up ﹤0.01% of Reilly Financial Advisors's portfolio in Q4 2021, its #440 holding.
  • Reilly Financial Advisors first reported a position in Enphase Energy in Q4 2020 and has held it in 5 quarters since.
  • 750 funds tracked by Wall St. Rank held Enphase Energy as of Q4 2021.

Based on Reilly Financial Advisors's 13F filing for Q4 2021, filed 25 Jan 2022.