Cornerstone Advisory’s SolarEdge SEDG Stock Holding History

Cornerstone 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
2022 Q1	–	Sell	-60	Closed	-$17K	–	673
2021 Q4	$17K	Buy	+60	New	+$18.9K	﹤0.01%	552

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

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Cornerstone Advisory's SEDG Position: Q1 2022 in Review

Cornerstone Advisory sold out of SolarEdge (SEDG) in Q1 2022, closing a stake of 60 shares — an estimated $17K sold.

Cornerstone Advisory first reported a position in SEDG in Q4 2021 and held it in 1 quarter. The position peaked at $17K in Q4 2021. 655 funds tracked by Wall St. Rank hold SEDG as of Q1 2022.

Cornerstone Advisory reported no remaining SolarEdge position as of Q1 2022 after selling out during the quarter.
Cornerstone Advisory sold 60 SolarEdge shares in Q1 2022, an estimated $17K.
Cornerstone Advisory first reported a position in SolarEdge in Q4 2021 and held it in 1 quarter.
Cornerstone Advisory's SolarEdge position peaked at $17K in Q4 2021.
655 funds tracked by Wall St. Rank held SolarEdge as of Q1 2022.

Based on Cornerstone Advisory's 13F filing for Q1 2022, filed 20 May 2022.