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FinTrust Capital Advisors’s SolarEdge SEDG Stock Holding History

FinTrust Capital 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
2023
Q3 		– Sell
-115
Closed -$32.6K – 1333
2023
Q2 		$32.6K Hold
115
– – 0.01% 530
2023
Q1 		$32.6K Hold
115
– – 0.01% 528
2022
Q4 		$32.6K Hold
115
– – 0.01% 527
2022
Q3 		$24K Buy
+115
New +$33.9K 0.01% 682
2021
Q1 		– Sell
-600
Closed -$191K – 1169
2020
Q4 		$191K Buy
+600
New +$166K 0.06% 251

Other funds holding SEDG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $44.4B AUM 36.05% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

FinTrust Capital Advisors's SEDG Position: Q3 2023 in Review

FinTrust Capital Advisors sold out of SolarEdge (SEDG) in Q3 2023, closing a stake of 115 shares — an estimated $32.6K sold.

FinTrust Capital Advisors first reported a position in SEDG in Q4 2020 and held it in 5 quarters. The position peaked at $191K in Q4 2020. 573 funds tracked by Wall St. Rank hold SEDG as of Q3 2023.

  • FinTrust Capital Advisors reported no remaining SolarEdge position as of Q3 2023 after selling out during the quarter.
  • FinTrust Capital Advisors sold 115 SolarEdge shares in Q3 2023, an estimated $32.6K.
  • FinTrust Capital Advisors first reported a position in SolarEdge in Q4 2020 and held it in 5 quarters.
  • FinTrust Capital Advisors's SolarEdge position peaked at $191K in Q4 2020.
  • 573 funds tracked by Wall St. Rank held SolarEdge as of Q3 2023.

Based on FinTrust Capital Advisors's 13F filing for Q3 2023, filed 24 Oct 2023.