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Avitas Wealth Management’s SolarEdge SEDG Stock Holding History

Avitas 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
2023
Q3 		– Sell
-1,379
Closed -$371K – 211
2023
Q2 		$371K Sell
1,379
-26
-2% -$7.46K 0.07% 174
2023
Q1 		$427K Sell
1,405
-54
-4% -$16.5K 0.08% 169
2022
Q4 		$413K Sell
1,459
-12
-0.8% -$3.18K 0.09% 156
2022
Q3 		$340K Buy
1,471
+9
+0.6% +$2.65K 0.08% 158
2022
Q2 		$400K Sell
1,462
-43
-3% -$11.8K 0.09% 155
2022
Q1 		$485K Sell
1,505
-1,037
-41% -$285K 0.09% 163
2021
Q4 		$713K Buy
2,542
+74
+3% +$23.4K 0.12% 145
2021
Q3 		$655K Sell
2,468
-32
-1% -$8.71K 0.12% 155
2021
Q2 		$691K Buy
2,500
+83
+3% +$20.9K 0.12% 164
2021
Q1 		$695K Sell
2,417
-798
-25% -$241K 0.14% 167
2020
Q4 		$1.03M Buy
3,215
+1,394
+77% +$385K 0.21% 140
2020
Q3 		$434K Buy
+1,821
New +$350K 0.12% 156
2020
Q1 		– Sell
-5,924
Closed -$563K – 166
2019
Q4 		$563K Sell
5,924
-32
-0.5% -$2.74K 0.14% 139
2019
Q3 		$499K Buy
+5,956
New +$444K 0.14% 143

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Avitas Wealth Management's SEDG Position: Q3 2023 in Review

Avitas Wealth Management sold out of SolarEdge (SEDG) in Q3 2023, closing a stake of 1,379 shares — an estimated $371K sold.

Avitas Wealth Management first reported a position in SEDG in Q3 2019 and held it in 14 quarters. The position peaked at $1.03M in Q4 2020. 573 funds tracked by Wall St. Rank hold SEDG as of Q3 2023.

  • Avitas Wealth Management reported no remaining SolarEdge position as of Q3 2023 after selling out during the quarter.
  • Avitas Wealth Management sold 1,379 SolarEdge shares in Q3 2023, an estimated $371K.
  • Avitas Wealth Management first reported a position in SolarEdge in Q3 2019 and held it in 14 quarters.
  • Avitas Wealth Management's SolarEdge position peaked at $1.03M in Q4 2020.
  • 573 funds tracked by Wall St. Rank held SolarEdge as of Q3 2023.

Based on Avitas Wealth Management's 13F filing for Q3 2023, filed 2 Nov 2023.