Avior Wealth Management’s SolarEdge SEDG Stock Holding History

Avior Wealth Management’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
2024 Q2	–	Sell	-287	Closed	-$20.4K	–	3468
2024 Q1	$20.4K	Buy	+287	New	+$20.7K	﹤0.01%	1594

Other funds holding SEDG

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

Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

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

Avior Wealth Management's SEDG Position: Q2 2024 in Review

Avior Wealth Management sold out of SolarEdge (SEDG) in Q2 2024, closing a stake of 287 shares — an estimated $20.4K sold.

Avior Wealth Management first reported a position in SEDG in Q1 2024 and held it in 1 quarter. The position peaked at $20.4K in Q1 2024. 333 funds tracked by Wall St. Rank hold SEDG as of Q2 2024.

Avior Wealth Management reported no remaining SolarEdge position as of Q2 2024 after selling out during the quarter.
Avior Wealth Management sold 287 SolarEdge shares in Q2 2024, an estimated $20.4K.
Avior Wealth Management first reported a position in SolarEdge in Q1 2024 and held it in 1 quarter.
Avior Wealth Management's SolarEdge position peaked at $20.4K in Q1 2024.
333 funds tracked by Wall St. Rank held SolarEdge as of Q2 2024.

Based on Avior Wealth Management's 13F filing for Q2 2024, filed 13 Aug 2024.