Evoke Wealth’s SolarEdge SEDG Stock Holding History

Evoke Wealth’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 Q4	–	Sell	-15	Closed	-$3K	–	1001
2022 Q3	$3K	Sell	15 -6	-29%	-$1.77K	﹤0.01%	990
2022 Q2	$6K	Sell	21 -1	-5%	-$273	﹤0.01%	865
2022 Q1	$7K	Buy	+22	New	+$6.04K	﹤0.01%	844

Other funds holding SEDG

BlackRock New York $5.72T AUM 30.48% 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Evoke Wealth's SEDG Position: Q4 2022 in Review

Evoke Wealth sold out of SolarEdge (SEDG) in Q4 2022, closing a stake of 15 shares — an estimated $3K sold.

Evoke Wealth first reported a position in SEDG in Q1 2022 and held it in 3 quarters. The position peaked at $7K in Q1 2022. 676 funds tracked by Wall St. Rank hold SEDG as of Q4 2022.

Evoke Wealth reported no remaining SolarEdge position as of Q4 2022 after selling out during the quarter.
Evoke Wealth sold 15 SolarEdge shares in Q4 2022, an estimated $3K.
Evoke Wealth first reported a position in SolarEdge in Q1 2022 and held it in 3 quarters.
Evoke Wealth's SolarEdge position peaked at $7K in Q1 2022.
676 funds tracked by Wall St. Rank held SolarEdge as of Q4 2022.

Based on Evoke Wealth's 13F filing for Q4 2022, filed 10 Feb 2023.