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Confluence Wealth Services’s SolarEdge SEDG Stock Holding History

Confluence Wealth Services’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
Q1 		– Sell
-120
Closed -$33K – 988
2021
Q4 		$33K Buy
+120
New +$37.9K 0.01% 581

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Confluence Wealth Services's SEDG Position: Q1 2022 in Review

Confluence Wealth Services sold out of SolarEdge (SEDG) in Q1 2022, closing a stake of 120 shares — an estimated $33K sold.

Confluence Wealth Services first reported a position in SEDG in Q4 2021 and held it in 1 quarter. The position peaked at $33K in Q4 2021. 655 funds tracked by Wall St. Rank hold SEDG as of Q1 2022.

  • Confluence Wealth Services reported no remaining SolarEdge position as of Q1 2022 after selling out during the quarter.
  • Confluence Wealth Services sold 120 SolarEdge shares in Q1 2022, an estimated $33K.
  • Confluence Wealth Services first reported a position in SolarEdge in Q4 2021 and held it in 1 quarter.
  • Confluence Wealth Services's SolarEdge position peaked at $33K in Q4 2021.
  • 655 funds tracked by Wall St. Rank held SolarEdge as of Q1 2022.

Based on Confluence Wealth Services's 13F filing for Q1 2022, filed 26 Apr 2022.