FFM
SEDG icon

Forum Financial Management’s SolarEdge SEDG Stock Holding History

Forum Financial 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
2022
Q2 		– Sell
-725
Closed -$233K – 639
2022
Q1 		$233K Buy
+725
New +$199K 0.01% 504

Other funds holding SEDG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Swedbank
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
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
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Forum Financial Management's SEDG Position: Q2 2022 in Review

Forum Financial Management sold out of SolarEdge (SEDG) in Q2 2022, closing a stake of 725 shares — an estimated $233K sold.

Forum Financial Management first reported a position in SEDG in Q1 2022 and held it in 1 quarter. The position peaked at $233K in Q1 2022. 637 funds tracked by Wall St. Rank hold SEDG as of Q2 2022.

  • Forum Financial Management reported no remaining SolarEdge position as of Q2 2022 after selling out during the quarter.
  • Forum Financial Management sold 725 SolarEdge shares in Q2 2022, an estimated $233K.
  • Forum Financial Management first reported a position in SolarEdge in Q1 2022 and held it in 1 quarter.
  • Forum Financial Management's SolarEdge position peaked at $233K in Q1 2022.
  • 637 funds tracked by Wall St. Rank held SolarEdge as of Q2 2022.

Based on Forum Financial Management's 13F filing for Q2 2022, filed 15 Aug 2022.