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BSW Wealth Partners’s SolarEdge SEDG Stock Holding History

BSW 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
2023
Q2 		– Sell
-2,001
Closed -$608K – 315
2023
Q1 		$608K Sell
2,001
-9
-0.4% -$2.74K 0.12% 116
2022
Q4 		$569K Buy
2,010
+170
+9% +$45.1K 0.12% 121
2022
Q3 		$426K Buy
1,840
+64
+4% +$18.9K 0.1% 135
2022
Q2 		$486K Buy
1,776
+199
+13% +$54.4K 0.12% 125
2022
Q1 		$508K Buy
1,577
+242
+18% +$66.5K 0.13% 119
2021
Q4 		$375K Buy
1,335
+133
+11% +$42K 0.09% 163
2021
Q3 		$319K Buy
1,202
+219
+22% +$59.6K 0.09% 171
2021
Q2 		$272K Buy
+983
New +$248K 0.07% 187

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State Street
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JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BSW Wealth Partners's SEDG Position: Q2 2023 in Review

BSW Wealth Partners sold out of SolarEdge (SEDG) in Q2 2023, closing a stake of 2,001 shares — an estimated $608K sold.

BSW Wealth Partners first reported a position in SEDG in Q2 2021 and held it in 8 quarters. The position peaked at $608K in Q1 2023. 671 funds tracked by Wall St. Rank hold SEDG as of Q2 2023.

  • BSW Wealth Partners reported no remaining SolarEdge position as of Q2 2023 after selling out during the quarter.
  • BSW Wealth Partners sold 2,001 SolarEdge shares in Q2 2023, an estimated $608K.
  • BSW Wealth Partners first reported a position in SolarEdge in Q2 2021 and held it in 8 quarters.
  • BSW Wealth Partners's SolarEdge position peaked at $608K in Q1 2023.
  • 671 funds tracked by Wall St. Rank held SolarEdge as of Q2 2023.

Based on BSW Wealth Partners's 13F filing for Q2 2023, filed 11 Aug 2023.