Founders Financial Securities’s SolarEdge SEDG Stock Holding History

Founders Financial Securities’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	-729	Closed	-$222K	–	335
2023 Q1	$222K	Sell	729 -15	-2%	-$4.57K	0.03%	288
2022 Q4	$211K	Buy	+744	New	+$197K	0.03%	301
2022 Q3	–	Sell	-739	Closed	-$202K	–	316
2022 Q2	$202K	Buy	+739	New	+$202K	0.04%	246
2022 Q1	–	Sell	-750	Closed	-$210K	–	277
2021 Q4	$210K	Buy	+750	New	+$237K	0.04%	246
2021 Q3	–	Sell	-750	Closed	-$207K	–	294
2021 Q2	$207K	Buy	+750	New	+$189K	0.04%	281

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

Founders Financial Securities's SEDG Position: Q2 2023 in Review

Founders Financial Securities sold out of SolarEdge (SEDG) in Q2 2023, closing a stake of 729 shares — an estimated $222K sold.

Founders Financial Securities first reported a position in SEDG in Q2 2021 and held it in 5 quarters. The position peaked at $222K in Q1 2023. 671 funds tracked by Wall St. Rank hold SEDG as of Q2 2023.

Founders Financial Securities reported no remaining SolarEdge position as of Q2 2023 after selling out during the quarter.
Founders Financial Securities sold 729 SolarEdge shares in Q2 2023, an estimated $222K.
Founders Financial Securities first reported a position in SolarEdge in Q2 2021 and held it in 5 quarters.
Founders Financial Securities's SolarEdge position peaked at $222K in Q1 2023.
671 funds tracked by Wall St. Rank held SolarEdge as of Q2 2023.

Based on Founders Financial Securities's 13F filing for Q2 2023, filed 11 Aug 2023.