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Curated Wealth Partners’s SolarEdge SEDG Stock Holding History

Curated Wealth Partners’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
2023
Q3 		– Sell
-833
Closed -$224K – 144
2023
Q2 		$224K Buy
+833
New +$239K 0.04% 121

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Baillie Gifford & Co
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Fidelity Investments
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Grantham, Mayo, Van Otterloo & Co (GMO)
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Schroder Investment Management Group
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Curated Wealth Partners's SEDG Position: Q3 2023 in Review

Curated Wealth Partners sold out of SolarEdge (SEDG) in Q3 2023, closing a stake of 833 shares — an estimated $224K sold.

Curated Wealth Partners first reported a position in SEDG in Q2 2023 and held it in 1 quarter. The position peaked at $224K in Q2 2023. 573 funds tracked by Wall St. Rank hold SEDG as of Q3 2023.

  • Curated Wealth Partners reported no remaining SolarEdge position as of Q3 2023 after selling out during the quarter.
  • Curated Wealth Partners sold 833 SolarEdge shares in Q3 2023, an estimated $224K.
  • Curated Wealth Partners first reported a position in SolarEdge in Q2 2023 and held it in 1 quarter.
  • Curated Wealth Partners's SolarEdge position peaked at $224K in Q2 2023.
  • 573 funds tracked by Wall St. Rank held SolarEdge as of Q3 2023.

Based on Curated Wealth Partners's 13F filing for Q3 2023, filed 24 Oct 2023.