Avantax Advisory Services’s SolarEdge SEDG Stock Holding History

Avantax Advisory Services’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 Q3	–	Sell	-1,906	Closed	-$513K	–	1612
2023 Q2	$513K	Buy	1,906 +335	+21%	+$96.1K	0.01%	934
2023 Q1	$478K	Buy	1,571 +397	+34%	+$121K	0.01%	935
2022 Q4	$333K	Buy	1,174 +273	+30%	+$72.4K	﹤0.01%	1050
2022 Q3	$209K	Sell	901 -61	-6%	-$18K	﹤0.01%	1196
2022 Q2	$263K	Buy	962 +99	+11%	+$27.1K	﹤0.01%	1068
2022 Q1	$278K	Buy	863 +77	+10%	+$21.1K	﹤0.01%	1037
2021 Q4	$221K	Sell	786 -285	-27%	-$90K	﹤0.01%	1130
2021 Q3	$283K	Buy	1,071 +136	+15%	+$37K	﹤0.01%	953
2021 Q2	$258K	Buy	935 +54	+6%	+$13.6K	﹤0.01%	972
2021 Q1	$253K	Buy	+881	New	+$266K	0.01%	879
2020 Q4	–	Sell	-1,580	Closed	-$377K	–	1292
2020 Q3	$377K	Buy	+1,580	New	+$304K	0.01%	920

Other funds holding SEDG

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

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

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

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

Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 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

Avantax Advisory Services's SEDG Position: Q3 2023 in Review

Avantax Advisory Services sold out of SolarEdge (SEDG) in Q3 2023, closing a stake of 1,906 shares — an estimated $513K sold.

Avantax Advisory Services first reported a position in SEDG in Q3 2020 and held it in 11 quarters. The position peaked at $513K in Q2 2023. 573 funds tracked by Wall St. Rank hold SEDG as of Q3 2023.

Avantax Advisory Services reported no remaining SolarEdge position as of Q3 2023 after selling out during the quarter.
Avantax Advisory Services sold 1,906 SolarEdge shares in Q3 2023, an estimated $513K.
Avantax Advisory Services first reported a position in SolarEdge in Q3 2020 and held it in 11 quarters.
Avantax Advisory Services's SolarEdge position peaked at $513K in Q2 2023.
573 funds tracked by Wall St. Rank held SolarEdge as of Q3 2023.

Based on Avantax Advisory Services's 13F filing for Q3 2023, filed 8 Nov 2023.