Arkadios Wealth Advisors’s SolarEdge SEDG Stock Holding History

Arkadios Wealth 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
2021 Q4	–	Sell	-21	Closed	-$5K	–	1563
2021 Q3	$5K	Buy	+21	New	+$5.72K	﹤0.01%	1609

Other funds holding SEDG

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

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

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

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

NIPH

NN Investment Partners Holdings The Hague, Netherlands $18.6B AUM 18.31% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Arkadios Wealth Advisors's SEDG Position: Q4 2021 in Review

Arkadios Wealth Advisors sold out of SolarEdge (SEDG) in Q4 2021, closing a stake of 21 shares — an estimated $5K sold.

Arkadios Wealth Advisors first reported a position in SEDG in Q3 2021 and held it in 1 quarter. The position peaked at $5K in Q3 2021. 602 funds tracked by Wall St. Rank hold SEDG as of Q4 2021.

Arkadios Wealth Advisors reported no remaining SolarEdge position as of Q4 2021 after selling out during the quarter.
Arkadios Wealth Advisors sold 21 SolarEdge shares in Q4 2021, an estimated $5K.
Arkadios Wealth Advisors first reported a position in SolarEdge in Q3 2021 and held it in 1 quarter.
Arkadios Wealth Advisors's SolarEdge position peaked at $5K in Q3 2021.
602 funds tracked by Wall St. Rank held SolarEdge as of Q4 2021.

Based on Arkadios Wealth Advisors's 13F filing for Q4 2021, filed 3 Feb 2022.