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Engrave Wealth Partners’s SolarEdge SEDG Stock Holding History

Engrave 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
2020
Q3 		– Sell
-40
Closed -$5K – 361
2020
Q2 		$5K Buy
40
+15
+60% +$1.83K ﹤0.01% 323
2020
Q1 		$2K Hold
25
– – ﹤0.01% 365
2019
Q4 		$2K Buy
+25
New +$2.14K ﹤0.01% 403

Other funds holding SEDG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
NIPH
NN Investment Partners Holdings The Hague, Netherlands $18.6B AUM 18.31% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Engrave Wealth Partners's SEDG Position: Q3 2020 in Review

Engrave Wealth Partners sold out of SolarEdge (SEDG) in Q3 2020, closing a stake of 40 shares — an estimated $5K sold.

Engrave Wealth Partners first reported a position in SEDG in Q4 2019 and held it in 3 quarters. The position peaked at $5K in Q2 2020. 462 funds tracked by Wall St. Rank hold SEDG as of Q3 2020.

  • Engrave Wealth Partners reported no remaining SolarEdge position as of Q3 2020 after selling out during the quarter.
  • Engrave Wealth Partners sold 40 SolarEdge shares in Q3 2020, an estimated $5K.
  • Engrave Wealth Partners first reported a position in SolarEdge in Q4 2019 and held it in 3 quarters.
  • Engrave Wealth Partners's SolarEdge position peaked at $5K in Q2 2020.
  • 462 funds tracked by Wall St. Rank held SolarEdge as of Q3 2020.

Based on Engrave Wealth Partners's 13F filing for Q3 2020, filed 8 Oct 2020.