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American Portfolios Advisors’s SolarEdge SEDG Stock Holding History

American Portfolios Advisors’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
Q3 		$900K Buy
3,887
+58
+2% +$17.1K 0.04% 462
2022
Q2 		$1.05M Sell
3,829
-605
-14% -$165K 0.04% 417
2022
Q1 		$1.43M Sell
4,434
-6
-0.1% -$1.65K 0.05% 376
2021
Q4 		$1.25M Buy
4,440
+1,133
+34% +$358K 0.04% 415
2021
Q3 		$877K Sell
3,307
-422
-11% -$115K 0.03% 505
2021
Q2 		$1.03M Sell
3,729
-372
-9% -$93.7K 0.04% 444
2021
Q1 		$1.18M Buy
4,101
+11
+0.3% +$3.32K 0.05% 358
2020
Q4 		$1.31M Buy
4,090
+614
+18% +$170K 0.07% 278
2020
Q3 		$829K Sell
3,476
-1,590
-31% -$306K 0.05% 338
2020
Q2 		$703K Sell
5,066
-621
-11% -$75.9K 0.05% 354
2020
Q1 		$466K Buy
5,687
+5,371
+1,700% +$568K 0.04% 386
2019
Q4 		$30K Buy
316
+29
+10% +$2.48K ﹤0.01% 1571
2019
Q3 		$24K Buy
287
+242
+538% +$18K ﹤0.01% 1596
2019
Q2 		$2.81K Hold
45
– – ﹤0.01% 2372
2019
Q1 		$1.7K Buy
+45
New +$1.8K ﹤0.01% 2406
2018
Q3 		– Sell
-3,625
Closed -$173K – 2479
2018
Q2 		$173K Buy
3,625
+2,075
+134% +$115K 0.02% 605
2018
Q1 		$81.5K Sell
1,550
-250
-14% -$11K 0.01% 827
2017
Q4 		$67.6K Buy
+1,800
New +$62K 0.01% 880

Other funds holding SEDG

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

American Portfolios Advisors's SEDG Position: Q3 2022 in Review

American Portfolios Advisors increased its SolarEdge (SEDG) stake by 1.5% in Q3 2022, buying an estimated $17.1K and bringing the position to 3,887 shares worth $900K. The position accounts for 0.04% of the portfolio, ranked #462.

American Portfolios Advisors first reported a position in SEDG in Q4 2017 and has held it in 18 quarters since. The position peaked at $1.43M in Q1 2022. 642 funds tracked by Wall St. Rank hold SEDG as of Q3 2022.

  • American Portfolios Advisors held 3,887 shares of SolarEdge worth $900K as of Q3 2022.
  • American Portfolios Advisors bought 58 SolarEdge shares in Q3 2022, an estimated $17.1K.
  • SolarEdge made up 0.04% of American Portfolios Advisors's portfolio in Q3 2022, its #462 holding.
  • American Portfolios Advisors first reported a position in SolarEdge in Q4 2017 and has held it in 18 quarters since.
  • American Portfolios Advisors's SolarEdge position peaked at $1.43M in Q1 2022.
  • 642 funds tracked by Wall St. Rank held SolarEdge as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.