Altus Wealth Group’s SolarEdge SEDG Stock Holding History

Altus Wealth Group’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
2021 Q1	–	Sell	-110	Closed	-$35K	–	676
2020 Q4	$35K	Buy	+110	New	+$30.4K	0.03%	267

Other funds holding SEDG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

PAMU

Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

Altus Wealth Group's SEDG Position: Q1 2021 in Review

Altus Wealth Group sold out of SolarEdge (SEDG) in Q1 2021, closing a stake of 110 shares — an estimated $35K sold.

Altus Wealth Group first reported a position in SEDG in Q4 2020 and held it in 1 quarter. The position peaked at $35K in Q4 2020. 557 funds tracked by Wall St. Rank hold SEDG as of Q1 2021.

Altus Wealth Group reported no remaining SolarEdge position as of Q1 2021 after selling out during the quarter.
Altus Wealth Group sold 110 SolarEdge shares in Q1 2021, an estimated $35K.
Altus Wealth Group first reported a position in SolarEdge in Q4 2020 and held it in 1 quarter.
Altus Wealth Group's SolarEdge position peaked at $35K in Q4 2020.
557 funds tracked by Wall St. Rank held SolarEdge as of Q1 2021.

Based on Altus Wealth Group's 13F filing for Q1 2021, filed 14 May 2021.