AWM
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AE Wealth Management’s SolarEdge SEDG Stock Holding History

AE 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
-755
Closed -$214K – 1991
2022
Q4 		$214K Buy
+755
New +$200K ﹤0.01% 1650
2022
Q3 		– Sell
-1,012
Closed -$277K – 1861
2022
Q2 		$277K Buy
1,012
+108
+12% +$29.5K ﹤0.01% 1465
2022
Q1 		$291K Sell
904
-284
-24% -$78K ﹤0.01% 1432
2021
Q4 		$333K Buy
1,188
+300
+34% +$94.7K ﹤0.01% 1404
2021
Q3 		$236K Buy
+888
New +$242K ﹤0.01% 1468
2021
Q2 		– Sell
-895
Closed -$257K – 1666
2021
Q1 		$257K Buy
895
+13
+1% +$3.92K ﹤0.01% 1312
2020
Q4 		$281K Buy
882
+27
+3% +$7.46K ﹤0.01% 1169
2020
Q3 		$204K Buy
+855
New +$164K ﹤0.01% 1175

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

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

AE Wealth Management sold out of SolarEdge (SEDG) in Q1 2023, closing a stake of 755 shares — an estimated $214K sold.

AE Wealth Management first reported a position in SEDG in Q3 2020 and held it in 8 quarters. The position peaked at $333K in Q4 2021. 686 funds tracked by Wall St. Rank hold SEDG as of Q1 2023.

  • AE Wealth Management reported no remaining SolarEdge position as of Q1 2023 after selling out during the quarter.
  • AE Wealth Management sold 755 SolarEdge shares in Q1 2023, an estimated $214K.
  • AE Wealth Management first reported a position in SolarEdge in Q3 2020 and held it in 8 quarters.
  • AE Wealth Management's SolarEdge position peaked at $333K in Q4 2021.
  • 686 funds tracked by Wall St. Rank held SolarEdge as of Q1 2023.

Based on AE Wealth Management's 13F filing for Q1 2023, filed 14 Apr 2023.