Continuum Advisory’s SolarEdge SEDG Stock Holding History

Continuum Advisory’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
2024 Q3	–	Sell	-240	Closed	-$6.06K	–	2009
2024 Q2	$6.06K	Hold	240	–	–	﹤0.01%	1050
2024 Q1	$12.6K	Buy	+240	New	+$17.3K	﹤0.01%	889

Other funds holding SEDG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return

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

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

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

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Continuum Advisory's SEDG Position: Q3 2024 in Review

Continuum Advisory sold out of SolarEdge (SEDG) in Q3 2024, closing a stake of 240 shares — an estimated $6.06K sold.

Continuum Advisory first reported a position in SEDG in Q1 2024 and held it in 2 quarters. The position peaked at $12.6K in Q1 2024. 294 funds tracked by Wall St. Rank hold SEDG as of Q3 2024.

Continuum Advisory reported no remaining SolarEdge position as of Q3 2024 after selling out during the quarter.
Continuum Advisory sold 240 SolarEdge shares in Q3 2024, an estimated $6.06K.
Continuum Advisory first reported a position in SolarEdge in Q1 2024 and held it in 2 quarters.
Continuum Advisory's SolarEdge position peaked at $12.6K in Q1 2024.
294 funds tracked by Wall St. Rank held SolarEdge as of Q3 2024.

Based on Continuum Advisory's 13F filing for Q3 2024, filed 15 Nov 2024.