Focused Wealth Management’s SolarEdge SEDG Stock Holding History

Focused Wealth Management’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 Q2	–	Sell	-1,000	Closed	-$5.58K	–	1118
2023 Q1	$5.58K	Buy	+1,000	New	+$305K	﹤0.01%	645

Other funds holding SEDG

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Focused Wealth Management's SEDG Position: Q4 2022 in Review

Focused Wealth Management sold out of SolarEdge (SEDG) in Q4 2022, closing a stake of 200 shares — an estimated $46K sold.

Focused Wealth Management first reported a position in SEDG in Q3 2022 and held it in 1 quarter. The position peaked at $46K in Q3 2022. 676 funds tracked by Wall St. Rank hold SEDG as of Q4 2022.

Focused Wealth Management reported no remaining SolarEdge position as of Q4 2022 after selling out during the quarter.
Focused Wealth Management sold 200 SolarEdge shares in Q4 2022, an estimated $46K.
Focused Wealth Management first reported a position in SolarEdge in Q3 2022 and held it in 1 quarter.
Focused Wealth Management's SolarEdge position peaked at $46K in Q3 2022.
676 funds tracked by Wall St. Rank held SolarEdge as of Q4 2022.

Based on Focused Wealth Management's 13F filing for Q4 2022, filed 13 Jan 2023.