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First Pacific Financial’s SolarEdge SEDG Stock Holding History

First Pacific Financial’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
Q3 		– Sell
-5,208
Closed -$132K – 408
2024
Q2 		$132K Buy
5,208
+1,805
+53% +$93.8K 0.03% 129
2024
Q1 		$242K Buy
3,403
+822
+32% +$59.3K 0.07% 113
2023
Q4 		$242K Buy
2,581
+856
+50% +$77.9K 0.07% 110
2023
Q3 		$223K Buy
1,725
+306
+22% +$58.7K 0.1% 102
2023
Q2 		$382K Buy
1,419
+78
+6% +$22.4K 0.16% 96
2023
Q1 		$408K Sell
1,341
-85
-6% -$25.9K 0.19% 93
2022
Q4 		$404K Buy
1,426
+172
+14% +$45.6K 0.2% 94
2022
Q3 		$290K Buy
+1,254
New +$370K 0.17% 94

Other funds holding SEDG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

First Pacific Financial's SEDG Position: Q3 2024 in Review

First Pacific Financial sold out of SolarEdge (SEDG) in Q3 2024, closing a stake of 5,208 shares — an estimated $132K sold.

First Pacific Financial first reported a position in SEDG in Q3 2022 and held it in 8 quarters. The position peaked at $408K in Q1 2023. 294 funds tracked by Wall St. Rank hold SEDG as of Q3 2024.

  • First Pacific Financial reported no remaining SolarEdge position as of Q3 2024 after selling out during the quarter.
  • First Pacific Financial sold 5,208 SolarEdge shares in Q3 2024, an estimated $132K.
  • First Pacific Financial first reported a position in SolarEdge in Q3 2022 and held it in 8 quarters.
  • First Pacific Financial's SolarEdge position peaked at $408K in Q1 2023.
  • 294 funds tracked by Wall St. Rank held SolarEdge as of Q3 2024.

Based on First Pacific Financial's 13F filing for Q3 2024, filed 15 Oct 2024.