Carolinas Wealth Consulting’s SolarEdge SEDG Stock Holding History

Carolinas Wealth Consulting’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	-1	Closed	-$304	–	1110
2023 Q1	$304	Hold	1	–	–	﹤0.01%	1040
2022 Q4	$283	Hold	1	–	–	﹤0.01%	1047
2022 Q3	$0	Buy	+1	New	+$295	﹤0.01%	937
2022 Q2	–	Sell	-1	Closed	–	–	941
2022 Q1	$0	Buy	+1	New	+$275	﹤0.01%	996

Other funds holding SEDG

BlackRock New York $5.72T AUM 30.48% 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

D.E. Shaw & Co New York $166B AUM 43.98% 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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Carolinas Wealth Consulting's SEDG Position: Q2 2023 in Review

Carolinas Wealth Consulting sold out of SolarEdge (SEDG) in Q2 2023, closing a stake of 1 share — an estimated $304 sold.

Carolinas Wealth Consulting first reported a position in SEDG in Q1 2022 and held it in 4 quarters. The position peaked at $304 in Q1 2023. 671 funds tracked by Wall St. Rank hold SEDG as of Q2 2023.

Carolinas Wealth Consulting reported no remaining SolarEdge position as of Q2 2023 after selling out during the quarter.
Carolinas Wealth Consulting sold 1 SolarEdge share in Q2 2023, an estimated $304.
Carolinas Wealth Consulting first reported a position in SolarEdge in Q1 2022 and held it in 4 quarters.
Carolinas Wealth Consulting's SolarEdge position peaked at $304 in Q1 2023.
671 funds tracked by Wall St. Rank held SolarEdge as of Q2 2023.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2023, filed 14 Aug 2023.