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Castle Rock Wealth Management’s SolarEdge SEDG Stock Holding History

Castle Rock Wealth Management’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
2020
Q4 		– Sell
-1,841
Closed -$515K – 247
2020
Q3 		$515K Buy
1,841
+315
+21% +$60.5K 0.34% 103
2020
Q2 		$299K Sell
1,526
-223
-13% -$27.3K 0.18% 157
2020
Q1 		$209K Buy
+1,749
New +$185K 0.18% 118

Other funds holding SEDG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Castle Rock Wealth Management's SEDG Position: Q4 2020 in Review

Castle Rock Wealth Management sold out of SolarEdge (SEDG) in Q4 2020, closing a stake of 1,841 shares — an estimated $515K sold.

Castle Rock Wealth Management first reported a position in SEDG in Q1 2020 and held it in 3 quarters. The position peaked at $515K in Q3 2020. 556 funds tracked by Wall St. Rank hold SEDG as of Q4 2020.

  • Castle Rock Wealth Management reported no remaining SolarEdge position as of Q4 2020 after selling out during the quarter.
  • Castle Rock Wealth Management sold 1,841 SolarEdge shares in Q4 2020, an estimated $515K.
  • Castle Rock Wealth Management first reported a position in SolarEdge in Q1 2020 and held it in 3 quarters.
  • Castle Rock Wealth Management's SolarEdge position peaked at $515K in Q3 2020.
  • 556 funds tracked by Wall St. Rank held SolarEdge as of Q4 2020.

Based on Castle Rock Wealth Management's 13F filing for Q4 2020, filed 29 Jan 2021.