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Baldwin Wealth Partners’s SolarEdge SEDG Stock Holding History

Baldwin Wealth Partners’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
Q4 		– Sell
-20
Closed -$5K – 822
2022
Q3 		$5K Sell
20
-15
-43% -$4.42K ﹤0.01% 568
2022
Q2 		$10K Hold
35
– – ﹤0.01% 533
2022
Q1 		$11K Hold
35
– – ﹤0.01% 535
2021
Q4 		$10K Hold
35
– – ﹤0.01% 509
2021
Q3 		$9K Hold
35
– – ﹤0.01% 534
2021
Q2 		$10K Buy
35
+15
+75% +$3.78K ﹤0.01% 536
2021
Q1 		$6K Hold
20
– – ﹤0.01% 548
2020
Q4 		$6K Buy
+20
New +$5.53K ﹤0.01% 492

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Invesco
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Swedbank
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PAMS
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Schroder Investment Management Group
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Baldwin Wealth Partners's SEDG Position: Q4 2022 in Review

Baldwin Wealth Partners sold out of SolarEdge (SEDG) in Q4 2022, closing a stake of 20 shares — an estimated $5K sold.

Baldwin Wealth Partners first reported a position in SEDG in Q4 2020 and held it in 8 quarters. The position peaked at $11K in Q1 2022. 674 funds tracked by Wall St. Rank hold SEDG as of Q4 2022.

  • Baldwin Wealth Partners reported no remaining SolarEdge position as of Q4 2022 after selling out during the quarter.
  • Baldwin Wealth Partners sold 20 SolarEdge shares in Q4 2022, an estimated $5K.
  • Baldwin Wealth Partners first reported a position in SolarEdge in Q4 2020 and held it in 8 quarters.
  • Baldwin Wealth Partners's SolarEdge position peaked at $11K in Q1 2022.
  • 674 funds tracked by Wall St. Rank held SolarEdge as of Q4 2022.

Based on Baldwin Wealth Partners's 13F filing for Q4 2022, filed 27 Jan 2023.