Capital Advisory Group Advisory Services’s SolarEdge SEDG Stock Holding History

Capital Advisory Group Advisory Services’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
2022 Q2	–	Sell	-819	Closed	-$264K	–	429
2022 Q1	$264K	Sell	819 -21	-3%	-$5.77K	0.12%	132
2021 Q4	$236K	Buy	840 +1	+0.1%	+$316	0.1%	151
2021 Q3	$223K	Buy	839 +23	+3%	+$6.26K	0.08%	184
2021 Q2	$226K	Sell	816 -1	-0.1%	-$252	0.08%	189
2021 Q1	$235K	Buy	817 +7	+0.9%	+$2.11K	0.09%	170
2020 Q4	$258K	Buy	+810	New	+$224K	0.11%	145

Other funds holding SEDG

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Capital Advisory Group Advisory Services's SEDG Position: Q2 2022 in Review

Capital Advisory Group Advisory Services sold out of SolarEdge (SEDG) in Q2 2022, closing a stake of 819 shares — an estimated $264K sold.

Capital Advisory Group Advisory Services first reported a position in SEDG in Q4 2020 and held it in 6 quarters. The position peaked at $264K in Q1 2022. 637 funds tracked by Wall St. Rank hold SEDG as of Q2 2022.

Capital Advisory Group Advisory Services reported no remaining SolarEdge position as of Q2 2022 after selling out during the quarter.
Capital Advisory Group Advisory Services sold 819 SolarEdge shares in Q2 2022, an estimated $264K.
Capital Advisory Group Advisory Services first reported a position in SolarEdge in Q4 2020 and held it in 6 quarters.
Capital Advisory Group Advisory Services's SolarEdge position peaked at $264K in Q1 2022.
637 funds tracked by Wall St. Rank held SolarEdge as of Q2 2022.

Based on Capital Advisory Group Advisory Services's 13F filing for Q2 2022, filed 12 Aug 2022.