Bogart Wealth LLC’s SolarEdge SEDG Stock Holding History

Bogart Wealth LLC’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 Q3	–	Sell	-12	Closed	-$3.23K	–	1099
2023 Q2	$3.23K	Hold	12	–	–	﹤0.01%	809
2023 Q1	$3.65K	Buy	+12	New	+$3.66K	﹤0.01%	794

Other funds holding SEDG

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

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

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

Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 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

Bogart Wealth LLC's SEDG Position: Q3 2023 in Review

Bogart Wealth LLC sold out of SolarEdge (SEDG) in Q3 2023, closing a stake of 12 shares — an estimated $3.23K sold.

Bogart Wealth LLC first reported a position in SEDG in Q1 2023 and held it in 2 quarters. The position peaked at $3.65K in Q1 2023. 573 funds tracked by Wall St. Rank hold SEDG as of Q3 2023.

Bogart Wealth LLC reported no remaining SolarEdge position as of Q3 2023 after selling out during the quarter.
Bogart Wealth LLC sold 12 SolarEdge shares in Q3 2023, an estimated $3.23K.
Bogart Wealth LLC first reported a position in SolarEdge in Q1 2023 and held it in 2 quarters.
Bogart Wealth LLC's SolarEdge position peaked at $3.65K in Q1 2023.
573 funds tracked by Wall St. Rank held SolarEdge as of Q3 2023.

Based on Bogart Wealth LLC's 13F filing for Q3 2023, filed 30 Oct 2023.