1776 Wealth’s SolarEdge SEDG Stock Holding History

1776 Wealth’s Portfolio SEDG Stock Details SEDG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	–	Sell	-100	Closed	-$13K	–	275
2020 Q2	$13K	Hold	100	–	–	0.01%	272
2020 Q1	$8K	Buy	+100	New	+$10.6K	﹤0.01%	324

Other funds holding SEDG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

NIPH

NN Investment Partners Holdings The Hague, Netherlands $18.6B AUM 18.31% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

1776 Wealth's SEDG Position: Q3 2020 in Review

1776 Wealth sold out of SolarEdge (SEDG) in Q3 2020, closing a stake of 100 shares — an estimated $13K sold.

1776 Wealth first reported a position in SEDG in Q1 2020 and held it in 2 quarters. The position peaked at $13K in Q2 2020. 462 funds tracked by Wall St. Rank hold SEDG as of Q3 2020.

1776 Wealth reported no remaining SolarEdge position as of Q3 2020 after selling out during the quarter.
1776 Wealth sold 100 SolarEdge shares in Q3 2020, an estimated $13K.
1776 Wealth first reported a position in SolarEdge in Q1 2020 and held it in 2 quarters.
1776 Wealth's SolarEdge position peaked at $13K in Q2 2020.
462 funds tracked by Wall St. Rank held SolarEdge as of Q3 2020.

Based on 1776 Wealth's 13F filing for Q3 2020, filed 12 Nov 2020.