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Aviso Wealth Management’s SolarEdge SEDG Stock Holding History

Aviso 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
Q3 		– Sell
-8,861
Closed -$224K – 158
2024
Q2 		$224K Sell
8,861
-1,916
-18% -$99.6K 0.13% 139
2024
Q1 		$765K Sell
10,777
-1,537
-12% -$111K 0.48% 52
2023
Q4 		$1.15M Buy
+12,314
New +$1.12M 0.84% 28

Other funds holding SEDG

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Aviso Wealth Management's SEDG Position: Q3 2024 in Review

Aviso Wealth Management sold out of SolarEdge (SEDG) in Q3 2024, closing a stake of 8,861 shares — an estimated $224K sold.

Aviso Wealth Management first reported a position in SEDG in Q4 2023 and held it in 3 quarters. The position peaked at $1.15M in Q4 2023. 294 funds tracked by Wall St. Rank hold SEDG as of Q3 2024.

  • Aviso Wealth Management reported no remaining SolarEdge position as of Q3 2024 after selling out during the quarter.
  • Aviso Wealth Management sold 8,861 SolarEdge shares in Q3 2024, an estimated $224K.
  • Aviso Wealth Management first reported a position in SolarEdge in Q4 2023 and held it in 3 quarters.
  • Aviso Wealth Management's SolarEdge position peaked at $1.15M in Q4 2023.
  • 294 funds tracked by Wall St. Rank held SolarEdge as of Q3 2024.

Based on Aviso Wealth Management's 13F filing for Q3 2024, filed 7 Nov 2024.