AWM
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Accurate Wealth Management’s SolarEdge SEDG Stock Holding History

Accurate 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
2023
Q1 		– Sell
-454
Closed -$130K – 1202
2022
Q4 		$130K Buy
+454
New +$120K 0.05% 267

Other funds holding SEDG

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
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Accurate Wealth Management's SEDG Position: Q1 2023 in Review

Accurate Wealth Management sold out of SolarEdge (SEDG) in Q1 2023, closing a stake of 454 shares — an estimated $130K sold.

Accurate Wealth Management first reported a position in SEDG in Q4 2022 and held it in 1 quarter. The position peaked at $130K in Q4 2022. 686 funds tracked by Wall St. Rank hold SEDG as of Q1 2023.

  • Accurate Wealth Management reported no remaining SolarEdge position as of Q1 2023 after selling out during the quarter.
  • Accurate Wealth Management sold 454 SolarEdge shares in Q1 2023, an estimated $130K.
  • Accurate Wealth Management first reported a position in SolarEdge in Q4 2022 and held it in 1 quarter.
  • Accurate Wealth Management's SolarEdge position peaked at $130K in Q4 2022.
  • 686 funds tracked by Wall St. Rank held SolarEdge as of Q1 2023.

Based on Accurate Wealth Management's 13F filing for Q1 2023, filed 13 Apr 2023.