DWM
SEDG icon

Defined Wealth Management’s SolarEdge SEDG Stock Holding History

Defined Wealth Management’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
2021
Q1 		– Sell
-115
Closed -$37K – 176
2020
Q4 		$37K Buy
+115
New +$31.8K 0.04% 148

Other funds holding SEDG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

Defined Wealth Management's SEDG Position: Q1 2021 in Review

Defined Wealth Management sold out of SolarEdge (SEDG) in Q1 2021, closing a stake of 115 shares — an estimated $37K sold.

Defined Wealth Management first reported a position in SEDG in Q4 2020 and held it in 1 quarter. The position peaked at $37K in Q4 2020. 557 funds tracked by Wall St. Rank hold SEDG as of Q1 2021.

  • Defined Wealth Management reported no remaining SolarEdge position as of Q1 2021 after selling out during the quarter.
  • Defined Wealth Management sold 115 SolarEdge shares in Q1 2021, an estimated $37K.
  • Defined Wealth Management first reported a position in SolarEdge in Q4 2020 and held it in 1 quarter.
  • Defined Wealth Management's SolarEdge position peaked at $37K in Q4 2020.
  • 557 funds tracked by Wall St. Rank held SolarEdge as of Q1 2021.

Based on Defined Wealth Management's 13F filing for Q1 2021, filed 18 May 2021.