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Evolution Wealth Advisors’s SolarEdge SEDG Stock Holding History

Evolution Wealth Advisors’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
Q4 		– Sell
-719
Closed -$191K – 539
2021
Q3 		$191K Buy
719
+172
+31% +$46.8K 0.04% 115
2021
Q2 		$151K Buy
547
+528
+2,779% +$133K 0.03% 143
2021
Q1 		$5K Buy
+19
New +$5.73K ﹤0.01% 533

Other funds holding SEDG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
NIPH
NN Investment Partners Holdings The Hague, Netherlands $18.6B AUM 18.31% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Evolution Wealth Advisors's SEDG Position: Q4 2021 in Review

Evolution Wealth Advisors sold out of SolarEdge (SEDG) in Q4 2021, closing a stake of 719 shares — an estimated $191K sold.

Evolution Wealth Advisors first reported a position in SEDG in Q1 2021 and held it in 3 quarters. The position peaked at $191K in Q3 2021. 601 funds tracked by Wall St. Rank hold SEDG as of Q4 2021.

  • Evolution Wealth Advisors reported no remaining SolarEdge position as of Q4 2021 after selling out during the quarter.
  • Evolution Wealth Advisors sold 719 SolarEdge shares in Q4 2021, an estimated $191K.
  • Evolution Wealth Advisors first reported a position in SolarEdge in Q1 2021 and held it in 3 quarters.
  • Evolution Wealth Advisors's SolarEdge position peaked at $191K in Q3 2021.
  • 601 funds tracked by Wall St. Rank held SolarEdge as of Q4 2021.

Based on Evolution Wealth Advisors's 13F filing for Q4 2021, filed 28 Jan 2022.