BerganKDV Wealth Management’s SolarEdge SEDG Stock Holding History

BerganKDV 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	$26.9K	Sell	100 -100	-50%	-$28.7K	﹤0.01%	459
2023 Q1	$60.8K	Hold	200	–	–	0.01%	372
2022 Q4	$56.7K	Sell	200 -9	-4%	-$2.39K	0.01%	367
2022 Q3	$48K	Buy	209 +109	+109%	+$32.2K	0.01%	372
2022 Q2	$27K	Hold	100	–	–	﹤0.01%	458
2022 Q1	$32K	Hold	100	–	–	﹤0.01%	453
2021 Q4	$28K	Hold	100	–	–	﹤0.01%	495
2021 Q3	$27K	Hold	100	–	–	﹤0.01%	481
2021 Q2	$28K	Buy	+100	New	+$25.2K	﹤0.01%	473

Other funds holding SEDG

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

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

BerganKDV Wealth Management's SEDG Position: Q2 2023 in Review

BerganKDV Wealth Management reduced its SolarEdge (SEDG) stake by 50% in Q2 2023, selling an estimated $28.7K and leaving 100 shares worth $26.9K. The position accounts for ﹤0.01% of the portfolio, ranked #459.

BerganKDV Wealth Management first reported a position in SEDG in Q2 2021 and has held it in 9 quarters since. The position peaked at $60.8K in Q1 2023. 671 funds tracked by Wall St. Rank hold SEDG as of Q2 2023.

BerganKDV Wealth Management held 100 shares of SolarEdge worth $26.9K as of Q2 2023.
BerganKDV Wealth Management sold 100 SolarEdge shares in Q2 2023, an estimated $28.7K.
SolarEdge made up ﹤0.01% of BerganKDV Wealth Management's portfolio in Q2 2023, its #459 holding.
BerganKDV Wealth Management first reported a position in SolarEdge in Q2 2021 and has held it in 9 quarters since.
BerganKDV Wealth Management's SolarEdge position peaked at $60.8K in Q1 2023.
671 funds tracked by Wall St. Rank held SolarEdge as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.