Avestar Capital’s SolarEdge SEDG Stock Holding History

Avestar Capital’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	–	Sell	-1,065	Closed	-$291K	–	313
2022 Q2	$291K	Buy	1,065 +238	+29%	+$65.1K	0.07%	211
2022 Q1	$267K	Sell	827 -907	-52%	-$249K	0.04%	333
2021 Q4	$487K	Buy	1,734 +356	+26%	+$112K	0.06%	263
2021 Q3	$365K	Sell	1,378 -304	-18%	-$82.8K	0.05%	308
2021 Q2	$465K	Sell	1,682 -1,494	-47%	-$376K	0.06%	274
2021 Q1	$897K	Buy	3,176 +2,095	+194%	+$632K	0.2%	109
2020 Q4	$345K	Buy	+1,081	New	+$299K	0.1%	189

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

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

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 Stockholm, Sweden $116B AUM 46.87% 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

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

Avestar Capital's SEDG Position: Q3 2022 in Review

Avestar Capital sold out of SolarEdge (SEDG) in Q3 2022, closing a stake of 1,065 shares — an estimated $291K sold.

Avestar Capital first reported a position in SEDG in Q4 2020 and held it in 7 quarters. The position peaked at $897K in Q1 2021. 642 funds tracked by Wall St. Rank hold SEDG as of Q3 2022.

Avestar Capital reported no remaining SolarEdge position as of Q3 2022 after selling out during the quarter.
Avestar Capital sold 1,065 SolarEdge shares in Q3 2022, an estimated $291K.
Avestar Capital first reported a position in SolarEdge in Q4 2020 and held it in 7 quarters.
Avestar Capital's SolarEdge position peaked at $897K in Q1 2021.
642 funds tracked by Wall St. Rank held SolarEdge as of Q3 2022.

Based on Avestar Capital's 13F filing for Q3 2022, filed 26 Oct 2022.