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

Other funds holding SEDG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Baker Tilly Wealth Management's SEDG Position: Q2 2023 in Review

Baker Tilly Wealth Management sold out of SolarEdge (SEDG) in Q2 2023, closing a stake of 717 shares — an estimated $218K sold.

Baker Tilly Wealth Management first reported a position in SEDG in Q4 2020 and held it in 6 quarters. The position peaked at $250K in Q4 2022. 670 funds tracked by Wall St. Rank hold SEDG as of Q2 2023.

Baker Tilly Wealth Management reported no remaining SolarEdge position as of Q2 2023 after selling out during the quarter.
Baker Tilly Wealth Management sold 717 SolarEdge shares in Q2 2023, an estimated $218K.
Baker Tilly Wealth Management first reported a position in SolarEdge in Q4 2020 and held it in 6 quarters.
Baker Tilly Wealth Management's SolarEdge position peaked at $250K in Q4 2022.
670 funds tracked by Wall St. Rank held SolarEdge as of Q2 2023.

Based on Baker Tilly Wealth Management's 13F filing for Q2 2023, filed 20 Jul 2023.