Financial Synergies Wealth Advisors’s SolarEdge SEDG Stock Holding History

Financial Synergies 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
2024 Q2	–	Sell	-1	Closed	-$71	–	393
2024 Q1	$71	Hold	1	–	–	﹤0.01%	499
2023 Q4	$284	Hold	1	–	–	﹤0.01%	425
2023 Q3	$130	Hold	1	–	–	﹤0.01%	490
2023 Q2	$270	Hold	1	–	–	﹤0.01%	475
2023 Q1	$304	Hold	1	–	–	﹤0.01%	463
2022 Q4	$284	Hold	1	–	–	﹤0.01%	425
2022 Q3	$232	Hold	1	–	–	﹤0.01%	439
2022 Q2	$274	Buy	+1	New	+$273	﹤0.01%	448

Other funds holding SEDG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 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

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Financial Synergies Wealth Advisors's SEDG Position: Q2 2024 in Review

Financial Synergies Wealth Advisors sold out of SolarEdge (SEDG) in Q2 2024, closing a stake of 1 share — an estimated $71 sold.

Financial Synergies Wealth Advisors first reported a position in SEDG in Q2 2022 and held it in 8 quarters. The position peaked at $304 in Q1 2023. 333 funds tracked by Wall St. Rank hold SEDG as of Q2 2024.

Financial Synergies Wealth Advisors reported no remaining SolarEdge position as of Q2 2024 after selling out during the quarter.
Financial Synergies Wealth Advisors sold 1 SolarEdge share in Q2 2024, an estimated $71.
Financial Synergies Wealth Advisors first reported a position in SolarEdge in Q2 2022 and held it in 8 quarters.
Financial Synergies Wealth Advisors's SolarEdge position peaked at $304 in Q1 2023.
333 funds tracked by Wall St. Rank held SolarEdge as of Q2 2024.

Based on Financial Synergies Wealth Advisors's 13F filing for Q2 2024, filed 23 Jul 2024.