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Atria Wealth Solutions’s SolarEdge SEDG Stock Holding History

Atria Wealth Solutions’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
Q4 		– Sell
-2,052
Closed -$266K – 2013
2023
Q3 		$266K Sell
2,052
-878
-30% -$168K ﹤0.01% 1489
2023
Q2 		$788K Buy
2,930
+1,531
+109% +$439K 0.01% 952
2023
Q1 		$425K Buy
1,399
+78
+6% +$23.8K 0.01% 1222
2022
Q4 		$374K Buy
1,321
+64
+5% +$17K 0.01% 1235
2022
Q3 		$291K Sell
1,257
-92
-7% -$27.1K 0.01% 1316
2022
Q2 		$369K Buy
1,349
+134
+11% +$36.6K 0.01% 1116
2022
Q1 		$392K Buy
+1,215
New +$334K 0.01% 1188

Other funds holding SEDG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Atria Wealth Solutions's SEDG Position: Q4 2023 in Review

Atria Wealth Solutions sold out of SolarEdge (SEDG) in Q4 2023, closing a stake of 2,052 shares — an estimated $266K sold.

Atria Wealth Solutions first reported a position in SEDG in Q1 2022 and held it in 7 quarters. The position peaked at $788K in Q2 2023. 457 funds tracked by Wall St. Rank hold SEDG as of Q4 2023.

  • Atria Wealth Solutions reported no remaining SolarEdge position as of Q4 2023 after selling out during the quarter.
  • Atria Wealth Solutions sold 2,052 SolarEdge shares in Q4 2023, an estimated $266K.
  • Atria Wealth Solutions first reported a position in SolarEdge in Q1 2022 and held it in 7 quarters.
  • Atria Wealth Solutions's SolarEdge position peaked at $788K in Q2 2023.
  • 457 funds tracked by Wall St. Rank held SolarEdge as of Q4 2023.

Based on Atria Wealth Solutions's 13F filing for Q4 2023, filed 2 Feb 2024.