Atlas Wealth’s SolarEdge SEDG Stock Holding History

Atlas Wealth’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 Q2	–	Sell	-800	Closed	-$243K	–	239
2023 Q1	$243K	Sell	800 -100	-11%	-$30.5K	0.05%	159
2022 Q4	$255K	Buy	+900	New	+$239K	0.07%	106

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

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

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

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

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

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

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

Atlas Wealth's SEDG Position: Q2 2023 in Review

Atlas Wealth sold out of SolarEdge (SEDG) in Q2 2023, closing a stake of 800 shares — an estimated $243K sold.

Atlas Wealth first reported a position in SEDG in Q4 2022 and held it in 2 quarters. The position peaked at $255K in Q4 2022. 671 funds tracked by Wall St. Rank hold SEDG as of Q2 2023.

Atlas Wealth reported no remaining SolarEdge position as of Q2 2023 after selling out during the quarter.
Atlas Wealth sold 800 SolarEdge shares in Q2 2023, an estimated $243K.
Atlas Wealth first reported a position in SolarEdge in Q4 2022 and held it in 2 quarters.
Atlas Wealth's SolarEdge position peaked at $255K in Q4 2022.
671 funds tracked by Wall St. Rank held SolarEdge as of Q2 2023.

Based on Atlas Wealth's 13F filing for Q2 2023, filed 8 Aug 2023.