Corient Private Wealth
SEDG icon

Corient Private Wealth’s SolarEdge SEDG Stock Holding History

Corient Private Wealth’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
Q2 		– Sell
-6,526
Closed -$463K – 2381
2024
Q1 		$463K Sell
6,526
-57
-0.9% -$4.11K ﹤0.01% 1669
2023
Q4 		$616K Buy
6,583
+3,183
+94% +$290K ﹤0.01% 1502
2023
Q3 		$440K Sell
3,400
-63,977
-95% -$12.3M ﹤0.01% 1564
2023
Q2 		$18.1M Buy
67,377
+9,285
+16% +$2.66M 0.04% 363
2023
Q1 		$17.7M Buy
58,092
+29,485
+103% +$8.99M 0.05% 338
2022
Q4 		$8.1M Buy
+28,607
New +$7.59M 0.03% 405

Other funds holding SEDG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Corient Private Wealth's SEDG Position: Q2 2024 in Review

Corient Private Wealth sold out of SolarEdge (SEDG) in Q2 2024, closing a stake of 6,526 shares — an estimated $463K sold.

Corient Private Wealth first reported a position in SEDG in Q4 2022 and held it in 6 quarters. The position peaked at $18.1M in Q2 2023. 333 funds tracked by Wall St. Rank hold SEDG as of Q2 2024.

  • Corient Private Wealth reported no remaining SolarEdge position as of Q2 2024 after selling out during the quarter.
  • Corient Private Wealth sold 6,526 SolarEdge shares in Q2 2024, an estimated $463K.
  • Corient Private Wealth first reported a position in SolarEdge in Q4 2022 and held it in 6 quarters.
  • Corient Private Wealth's SolarEdge position peaked at $18.1M in Q2 2023.
  • 333 funds tracked by Wall St. Rank held SolarEdge as of Q2 2024.

Based on Corient Private Wealth's 13F filing for Q2 2024, filed 13 Aug 2024.