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Baker Tilly Wealth Management’s SolarEdge SEDG Stock Holding History

Baker Tilly 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
Q2 		– Sell
-717
Closed -$218K – 570
2023
Q1 		$218K Sell
717
-166
-19% -$50.6K 0.02% 509
2022
Q4 		$250K Buy
883
+17
+2% +$4.51K 0.03% 471
2022
Q3 		$200K Sell
866
-38
-4% -$11.2K 0.03% 480
2022
Q2 		$247K Buy
904
+139
+18% +$38K 0.03% 436
2022
Q1 		$247K Buy
+765
New +$210K 0.03% 460
2021
Q1 		– Sell
-711
Closed -$227K – 470
2020
Q4 		$227K Buy
+711
New +$197K 0.07% 297

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State Street
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Swedbank
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D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Invesco
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Schroder Investment Management Group
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Geode Capital Management
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return