Fortitude Advisory Group’s SolarEdge SEDG Stock Holding History

Fortitude Advisory Group’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
2022 Q2	–	Sell	-129	Closed	-$42K	–	1070
2022 Q1	$42K	Buy	129 +23	+22%	+$6.32K	0.02%	593
2021 Q4	$30K	Buy	+106	New	+$33.5K	0.02%	711

Other funds holding SEDG

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Fortitude Advisory Group's SEDG Position: Q2 2022 in Review

Fortitude Advisory Group sold out of SolarEdge (SEDG) in Q2 2022, closing a stake of 129 shares — an estimated $42K sold.

Fortitude Advisory Group first reported a position in SEDG in Q4 2021 and held it in 2 quarters. The position peaked at $42K in Q1 2022. 637 funds tracked by Wall St. Rank hold SEDG as of Q2 2022.

Fortitude Advisory Group reported no remaining SolarEdge position as of Q2 2022 after selling out during the quarter.
Fortitude Advisory Group sold 129 SolarEdge shares in Q2 2022, an estimated $42K.
Fortitude Advisory Group first reported a position in SolarEdge in Q4 2021 and held it in 2 quarters.
Fortitude Advisory Group's SolarEdge position peaked at $42K in Q1 2022.
637 funds tracked by Wall St. Rank held SolarEdge as of Q2 2022.

Based on Fortitude Advisory Group's 13F filing for Q2 2022, filed 16 Aug 2022.