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Cornerstone Planning Group’s SolarEdge SEDG Stock Holding History

Cornerstone Planning Group’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
-1
Closed -$61 – 1331
2024
Q1 		$61 Hold
1
– – ﹤0.01% 1056
2023
Q4 		$94 Hold
1
– – ﹤0.01% 902
2023
Q3 		$130 Sell
1
-8
-89% -$1.53K ﹤0.01% 1066
2023
Q2 		$2.42K Buy
+9
New +$2.58K ﹤0.01% 1105
2022
Q4 		$4.01K Buy
+14
New +$3.71K ﹤0.01% 982

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

Cornerstone Planning Group's SEDG Position: Q2 2024 in Review

Cornerstone Planning Group sold out of SolarEdge (SEDG) in Q2 2024, closing a stake of 1 share — an estimated $61 sold.

Cornerstone Planning Group first reported a position in SEDG in Q4 2022 and held it in 5 quarters. The position peaked at $4.01K in Q4 2022. 333 funds tracked by Wall St. Rank hold SEDG as of Q2 2024.

  • Cornerstone Planning Group reported no remaining SolarEdge position as of Q2 2024 after selling out during the quarter.
  • Cornerstone Planning Group sold 1 SolarEdge share in Q2 2024, an estimated $61.
  • Cornerstone Planning Group first reported a position in SolarEdge in Q4 2022 and held it in 5 quarters.
  • Cornerstone Planning Group's SolarEdge position peaked at $4.01K in Q4 2022.
  • 333 funds tracked by Wall St. Rank held SolarEdge as of Q2 2024.

Based on Cornerstone Planning Group's 13F filing for Q2 2024, filed 13 Aug 2024.