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Capital Advisors Ltd’s SolarEdge SEDG Stock Holding History

Capital Advisors Ltd’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
2024
Q1 		– Sell
-5
Closed – – 1526
2023
Q4 		$0 Buy
+5
New +$455 ﹤0.01% 1465
2023
Q1 		– Sell
-3
Closed -$1K – 1515
2022
Q4 		$1K Sell
3
-7
-70% -$1.86K ﹤0.01% 1083
2022
Q3 		$2K Buy
10
+6
+150% +$1.77K ﹤0.01% 901
2022
Q2 		$1K Buy
+4
New +$1.09K ﹤0.01% 877

Other funds holding SEDG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Capital Advisors Ltd's SEDG Position: Q1 2024 in Review

Capital Advisors Ltd sold out of SolarEdge (SEDG) in Q1 2024, closing a stake of 5 shares.

Capital Advisors Ltd first reported a position in SEDG in Q2 2022 and held it in 4 quarters. The position peaked at $2K in Q3 2022. 372 funds tracked by Wall St. Rank hold SEDG as of Q1 2024.

  • Capital Advisors Ltd reported no remaining SolarEdge position as of Q1 2024 after selling out during the quarter.
  • Capital Advisors Ltd sold 5 SolarEdge shares in Q1 2024.
  • Capital Advisors Ltd first reported a position in SolarEdge in Q2 2022 and held it in 4 quarters.
  • Capital Advisors Ltd's SolarEdge position peaked at $2K in Q3 2022.
  • 372 funds tracked by Wall St. Rank held SolarEdge as of Q1 2024.

Based on Capital Advisors Ltd's 13F filing for Q1 2024, filed 18 Apr 2024.