AllSquare Wealth Management’s SolarEdge SEDG Stock Holding History

AllSquare 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
2022 Q4	–	Sell	-100	Closed	-$23K	–	538
2022 Q3	$23K	Hold	100	–	–	0.02%	270
2022 Q2	$27K	Buy	+100	New	+$27.3K	0.02%	262
2021 Q3	–	Sell	-300	Closed	-$83K	–	505
2021 Q2	$83K	Buy	300 +85	+40%	+$21.4K	0.05%	181
2021 Q1	$62K	Buy	215 +149	+226%	+$44.9K	0.04%	195
2020 Q4	$21K	Sell	66 -5	-7%	-$1.38K	0.01%	277
2020 Q3	$17K	Sell	71 -19	-21%	-$3.65K	0.01%	280
2020 Q2	$12K	Sell	90 -106	-54%	-$13K	0.01%	316
2020 Q1	$16K	Sell	196 -154	-44%	-$16.3K	0.01%	262
2019 Q4	$33K	Buy	+350	New	+$29.9K	0.02%	225
2015 Q3	–	Sell	-200	Closed	-$7K	–	326
2015 Q2	$7K	Buy	+200	New	+$6.44K	0.01%	252

Other funds holding SEDG

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

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

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

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

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

Swedbank Stockholm, Sweden $116B AUM 46.87% 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 London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AllSquare Wealth Management's SEDG Position: Q4 2022 in Review

AllSquare Wealth Management sold out of SolarEdge (SEDG) in Q4 2022, closing a stake of 100 shares — an estimated $23K sold.

AllSquare Wealth Management first reported a position in SEDG in Q2 2015 and held it in 10 quarters. The position peaked at $83K in Q2 2021. 676 funds tracked by Wall St. Rank hold SEDG as of Q4 2022.

AllSquare Wealth Management reported no remaining SolarEdge position as of Q4 2022 after selling out during the quarter.
AllSquare Wealth Management sold 100 SolarEdge shares in Q4 2022, an estimated $23K.
AllSquare Wealth Management first reported a position in SolarEdge in Q2 2015 and held it in 10 quarters.
AllSquare Wealth Management's SolarEdge position peaked at $83K in Q2 2021.
676 funds tracked by Wall St. Rank held SolarEdge as of Q4 2022.

Based on AllSquare Wealth Management's 13F filing for Q4 2022, filed 14 Feb 2023.