Clearview Wealth Advisors’s SolarEdge SEDG Stock Holding History

Clearview Wealth Advisors’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
2021 Q4	–	Sell	-273	Closed	-$72K	–	732
2021 Q3	$72K	Hold	273	–	–	0.05%	200
2021 Q2	$75K	Hold	273	–	–	0.05%	203
2021 Q1	$78K	Hold	273	–	–	0.05%	188
2020 Q4	$87K	Buy	+273	New	+$75.5K	0.06%	151

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

PAMS

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

NIPH

NN Investment Partners Holdings The Hague, Netherlands $18.6B AUM 18.31% 1-Year Est. Return

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

Clearview Wealth Advisors's SEDG Position: Q4 2021 in Review

Clearview Wealth Advisors sold out of SolarEdge (SEDG) in Q4 2021, closing a stake of 273 shares — an estimated $72K sold.

Clearview Wealth Advisors first reported a position in SEDG in Q4 2020 and held it in 4 quarters. The position peaked at $87K in Q4 2020. 602 funds tracked by Wall St. Rank hold SEDG as of Q4 2021.

Clearview Wealth Advisors reported no remaining SolarEdge position as of Q4 2021 after selling out during the quarter.
Clearview Wealth Advisors sold 273 SolarEdge shares in Q4 2021, an estimated $72K.
Clearview Wealth Advisors first reported a position in SolarEdge in Q4 2020 and held it in 4 quarters.
Clearview Wealth Advisors's SolarEdge position peaked at $87K in Q4 2020.
602 funds tracked by Wall St. Rank held SolarEdge as of Q4 2021.

Based on Clearview Wealth Advisors's 13F filing for Q4 2021, filed 2 Feb 2022.