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Abich Financial Wealth Management’s SolarEdge SEDG Stock Holding History

Abich Financial Wealth Management’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
2024
Q3 		$4.17K Buy
182
+153
+528% +$3.72K 0.01% 273
2024
Q2 		$733 Buy
29
+26
+867% +$1.35K ﹤0.01% 670
2024
Q1 		$213 Buy
+3
New +$217 ﹤0.01% 479

Other funds holding SEDG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Abich Financial Wealth Management's SEDG Position: Q3 2024 in Review

Abich Financial Wealth Management increased its SolarEdge (SEDG) stake by 528% in Q3 2024, buying an estimated $3.72K and bringing the position to 182 shares worth $4.17K. The position accounts for 0.01% of the portfolio, ranked #273.

Abich Financial Wealth Management first reported a position in SEDG in Q1 2024 and has held it in 3 quarters since. 294 funds tracked by Wall St. Rank hold SEDG as of Q3 2024.

  • Abich Financial Wealth Management held 182 shares of SolarEdge worth $4.17K as of Q3 2024.
  • Abich Financial Wealth Management bought 153 SolarEdge shares in Q3 2024, an estimated $3.72K.
  • SolarEdge made up 0.01% of Abich Financial Wealth Management's portfolio in Q3 2024, its #273 holding.
  • Abich Financial Wealth Management first reported a position in SolarEdge in Q1 2024 and has held it in 3 quarters since.
  • 294 funds tracked by Wall St. Rank held SolarEdge as of Q3 2024.

Based on Abich Financial Wealth Management's 13F filing for Q3 2024, filed 25 Oct 2024.