B. Riley Wealth Advisors’s SolarEdge SEDG Stock Holding History

B. Riley Wealth Advisors’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	-850	Closed	-$229K	–	1613
2023 Q2	$229K	Sell	850 -28	-3%	-$8.03K	0.01%	1281
2023 Q1	$267K	Sell	878 -33	-4%	-$10.1K	0.01%	1134
2022 Q4	$258K	Sell	911 -51	-5%	-$13.5K	0.01%	1116
2022 Q3	$224K	Sell	962 -1,181	-55%	-$348K	0.01%	1177
2022 Q2	$588K	Buy	+2,143	New	+$586K	0.02%	590
2021 Q2	–	Sell	-1,870	Closed	-$538K	–	1447
2021 Q1	$538K	Sell	1,870 -35	-2%	-$10.6K	0.02%	702
2020 Q4	$609K	Sell	1,905 -271	-12%	-$74.9K	0.03%	470
2020 Q3	$511K	Buy	+2,176	New	+$418K	0.03%	522
2020 Q1	–	Sell	-3,212	Closed	-$306K	–	885
2019 Q4	$306K	Buy	+3,212	New	+$275K	0.03%	593

Other funds holding SEDG

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

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

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

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

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

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

B. Riley Wealth Advisors's SEDG Position: Q3 2023 in Review

B. Riley Wealth Advisors sold out of SolarEdge (SEDG) in Q3 2023, closing a stake of 850 shares — an estimated $229K sold.

B. Riley Wealth Advisors first reported a position in SEDG in Q4 2019 and held it in 9 quarters. The position peaked at $609K in Q4 2020. 573 funds tracked by Wall St. Rank hold SEDG as of Q3 2023.

B. Riley Wealth Advisors reported no remaining SolarEdge position as of Q3 2023 after selling out during the quarter.
B. Riley Wealth Advisors sold 850 SolarEdge shares in Q3 2023, an estimated $229K.
B. Riley Wealth Advisors first reported a position in SolarEdge in Q4 2019 and held it in 9 quarters.
B. Riley Wealth Advisors's SolarEdge position peaked at $609K in Q4 2020.
573 funds tracked by Wall St. Rank held SolarEdge as of Q3 2023.

Based on B. Riley Wealth Advisors's 13F filing for Q3 2023, filed 1 Dec 2023.