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BNC Wealth Management’s SolarEdge SEDG Stock Holding History

BNC 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
Q1 		– Sell
-801
Closed -$256K – 102
2020
Q4 		$256K Buy
801
+458
+134% +$127K 0.16% 79
2020
Q3 		$82K Buy
+343
New +$65.9K 0.06% 131

Other funds holding SEDG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

BNC Wealth Management's SEDG Position: Q1 2021 in Review

BNC Wealth Management sold out of SolarEdge (SEDG) in Q1 2021, closing a stake of 801 shares — an estimated $256K sold.

BNC Wealth Management first reported a position in SEDG in Q3 2020 and held it in 2 quarters. The position peaked at $256K in Q4 2020. 557 funds tracked by Wall St. Rank hold SEDG as of Q1 2021.

  • BNC Wealth Management reported no remaining SolarEdge position as of Q1 2021 after selling out during the quarter.
  • BNC Wealth Management sold 801 SolarEdge shares in Q1 2021, an estimated $256K.
  • BNC Wealth Management first reported a position in SolarEdge in Q3 2020 and held it in 2 quarters.
  • BNC Wealth Management's SolarEdge position peaked at $256K in Q4 2020.
  • 557 funds tracked by Wall St. Rank held SolarEdge as of Q1 2021.

Based on BNC Wealth Management's 13F filing for Q1 2021, filed 19 May 2021.