Capital Asset Advisory Services’s SolarEdge SEDG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q1
– Sell
-127
Closed -$41K – 1345
2020
Q4
$41K Buy
+127
New +$35.1K 0.01% 668

Other funds holding SEDG

Capital Asset Advisory Services's SEDG Position: Q1 2021 in Review

Capital Asset Advisory Services sold out of SolarEdge (SEDG) in Q1 2021, closing a stake of 127 shares — an estimated $41K sold.

Capital Asset Advisory Services first reported a position in SEDG in Q4 2020 and held it in 1 quarter. The position peaked at $41K in Q4 2020. 557 funds tracked by Wall St. Rank hold SEDG as of Q1 2021.

  • Capital Asset Advisory Services reported no remaining SolarEdge position as of Q1 2021 after selling out during the quarter.
  • Capital Asset Advisory Services sold 127 SolarEdge shares in Q1 2021, an estimated $41K.
  • Capital Asset Advisory Services first reported a position in SolarEdge in Q4 2020 and held it in 1 quarter.
  • Capital Asset Advisory Services's SolarEdge position peaked at $41K in Q4 2020.
  • 557 funds tracked by Wall St. Rank held SolarEdge as of Q1 2021.

Based on Capital Asset Advisory Services's 13F filing for Q1 2021, filed 13 May 2021.