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Bartlett & Co Wealth Management’s SolarEdge SEDG Stock Holding History

Bartlett & Co 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
2021
Q3 		– Sell
-2
Closed -$553 – 1056
2021
Q2 		$553 Hold
2
– – ﹤0.01% 1018
2021
Q1 		$575 Hold
2
– – ﹤0.01% 1039
2020
Q4 		$638 Buy
+2
New +$553 ﹤0.01% 1116

Other funds holding SEDG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FAM
Fred Alger Management New York $30B AUM 76.99% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
NIPH
NN Investment Partners Holdings The Hague, Netherlands $18.6B AUM 18.31% 1-Year Est. Return

Bartlett & Co Wealth Management's SEDG Position: Q3 2021 in Review

Bartlett & Co Wealth Management sold out of SolarEdge (SEDG) in Q3 2021, closing a stake of 2 shares — an estimated $553 sold.

Bartlett & Co Wealth Management first reported a position in SEDG in Q4 2020 and held it in 3 quarters. The position peaked at $638 in Q4 2020. 557 funds tracked by Wall St. Rank hold SEDG as of Q3 2021.

  • Bartlett & Co Wealth Management reported no remaining SolarEdge position as of Q3 2021 after selling out during the quarter.
  • Bartlett & Co Wealth Management sold 2 SolarEdge shares in Q3 2021, an estimated $553.
  • Bartlett & Co Wealth Management first reported a position in SolarEdge in Q4 2020 and held it in 3 quarters.
  • Bartlett & Co Wealth Management's SolarEdge position peaked at $638 in Q4 2020.
  • 557 funds tracked by Wall St. Rank held SolarEdge as of Q3 2021.

Based on Bartlett & Co Wealth Management's 13F filing for Q3 2021, filed 14 Feb 2024.