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Glassman Wealth Services’s SolarEdge SEDG Stock Holding History

Glassman Wealth 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
Q1 		– Sell
-28
Closed -$2.62K – 1520
2023
Q4 		$2.62K Hold
28
– – ﹤0.01% 1268
2023
Q3 		$3.63K Sell
28
-37
-57% -$7.1K ﹤0.01% 1164
2023
Q2 		$17.5K Sell
65
-4
-6% -$1.15K ﹤0.01% 661
2023
Q1 		$21K Buy
69
+4
+6% +$1.22K ﹤0.01% 628
2022
Q4 		$18.4K Sell
65
-7
-10% -$1.86K ﹤0.01% 684
2022
Q3 		$17K Buy
72
+18
+33% +$5.31K ﹤0.01% 671
2022
Q2 		$15K Sell
54
-1
-2% -$273 ﹤0.01% 710
2022
Q1 		$18K Buy
55
+15
+38% +$4.12K ﹤0.01% 682
2021
Q4 		$11K Buy
+40
New +$12.6K ﹤0.01% 772
2021
Q3 		– Sell
-17
Closed -$5K – 1783
2021
Q2 		$5K Buy
+17
New +$4.28K ﹤0.01% 933

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Glassman Wealth Services's SEDG Position: Q1 2024 in Review

Glassman Wealth Services sold out of SolarEdge (SEDG) in Q1 2024, closing a stake of 28 shares — an estimated $2.62K sold.

Glassman Wealth Services first reported a position in SEDG in Q2 2021 and held it in 10 quarters. The position peaked at $21K in Q1 2023. 372 funds tracked by Wall St. Rank hold SEDG as of Q1 2024.

  • Glassman Wealth Services reported no remaining SolarEdge position as of Q1 2024 after selling out during the quarter.
  • Glassman Wealth Services sold 28 SolarEdge shares in Q1 2024, an estimated $2.62K.
  • Glassman Wealth Services first reported a position in SolarEdge in Q2 2021 and held it in 10 quarters.
  • Glassman Wealth Services's SolarEdge position peaked at $21K in Q1 2023.
  • 372 funds tracked by Wall St. Rank held SolarEdge as of Q1 2024.

Based on Glassman Wealth Services's 13F filing for Q1 2024, filed 3 May 2024.