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First Personal Financial Services’s SolarEdge SEDG Stock Holding History

First Personal Financial Services’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 		$5.27K Buy
230
+75
+48% +$1.82K ﹤0.01% 341
2024
Q2 		$3.92K Buy
155
+25
+19% +$1.3K ﹤0.01% 317
2024
Q1 		$9.23K Buy
+130
New +$9.38K ﹤0.01% 284

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 Personal Financial Services's SEDG Position: Q3 2024 in Review

First Personal Financial Services increased its SolarEdge (SEDG) stake by 48% in Q3 2024, buying an estimated $1.82K and bringing the position to 230 shares worth $5.27K. The position accounts for ﹤0.01% of the portfolio, ranked #341.

First Personal Financial Services first reported a position in SEDG in Q1 2024 and has held it in 3 quarters since. The position peaked at $9.23K in Q1 2024. 294 funds tracked by Wall St. Rank hold SEDG as of Q3 2024.

  • First Personal Financial Services held 230 shares of SolarEdge worth $5.27K as of Q3 2024.
  • First Personal Financial Services bought 75 SolarEdge shares in Q3 2024, an estimated $1.82K.
  • SolarEdge made up ﹤0.01% of First Personal Financial Services's portfolio in Q3 2024, its #341 holding.
  • First Personal Financial Services first reported a position in SolarEdge in Q1 2024 and has held it in 3 quarters since.
  • First Personal Financial Services's SolarEdge position peaked at $9.23K in Q1 2024.
  • 294 funds tracked by Wall St. Rank held SolarEdge as of Q3 2024.

Based on First Personal Financial Services's 13F filing for Q3 2024, filed 1 Nov 2024.