Concord Wealth Partners’s SolarEdge SEDG Stock Holding History

Concord Wealth Partners’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 Q3	–	Sell	-3	Closed	-$1K	–	960
2022 Q2	$1K	Sell	3 -48	-94%	-$13.1K	﹤0.01%	1191
2022 Q1	$16K	Hold	51	–	–	﹤0.01%	676
2021 Q4	$14K	Buy	51 +36	+240%	+$11.4K	﹤0.01%	720
2021 Q3	$4K	Buy	15 +11	+275%	+$2.99K	﹤0.01%	647
2021 Q2	$1K	Sell	4 -1	-20%	-$252	﹤0.01%	1006
2021 Q1	$1K	Buy	+5	New	+$1.51K	﹤0.01%	954

Other funds holding SEDG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

PAMS

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

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Concord Wealth Partners's SEDG Position: Q3 2022 in Review

Concord Wealth Partners sold out of SolarEdge (SEDG) in Q3 2022, closing a stake of 3 shares — an estimated $1K sold.

Concord Wealth Partners first reported a position in SEDG in Q1 2021 and held it in 6 quarters. The position peaked at $16K in Q1 2022. 641 funds tracked by Wall St. Rank hold SEDG as of Q3 2022.

Concord Wealth Partners reported no remaining SolarEdge position as of Q3 2022 after selling out during the quarter.
Concord Wealth Partners sold 3 SolarEdge shares in Q3 2022, an estimated $1K.
Concord Wealth Partners first reported a position in SolarEdge in Q1 2021 and held it in 6 quarters.
Concord Wealth Partners's SolarEdge position peaked at $16K in Q1 2022.
641 funds tracked by Wall St. Rank held SolarEdge as of Q3 2022.

Based on Concord Wealth Partners's 13F filing for Q3 2022, filed 10 Nov 2022.