AWM
SEDG icon

Axxcess Wealth Management’s SolarEdge SEDG Stock Holding History

Axxcess 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
2022
Q2 		– Sell
-1,531
Closed -$494K – 644
2022
Q1 		$494K Buy
+1,531
New +$420K 0.04% 364

Other funds holding SEDG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 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
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Axxcess Wealth Management's SEDG Position: Q2 2022 in Review

Axxcess Wealth Management sold out of SolarEdge (SEDG) in Q2 2022, closing a stake of 1,531 shares — an estimated $494K sold.

Axxcess Wealth Management first reported a position in SEDG in Q1 2022 and held it in 1 quarter. The position peaked at $494K in Q1 2022. 637 funds tracked by Wall St. Rank hold SEDG as of Q2 2022.

  • Axxcess Wealth Management reported no remaining SolarEdge position as of Q2 2022 after selling out during the quarter.
  • Axxcess Wealth Management sold 1,531 SolarEdge shares in Q2 2022, an estimated $494K.
  • Axxcess Wealth Management first reported a position in SolarEdge in Q1 2022 and held it in 1 quarter.
  • Axxcess Wealth Management's SolarEdge position peaked at $494K in Q1 2022.
  • 637 funds tracked by Wall St. Rank held SolarEdge as of Q2 2022.

Based on Axxcess Wealth Management's 13F filing for Q2 2022, filed 11 Aug 2022.