Global Wealth Management Investment Advisory’s SolarEdge SEDG Stock Holding History

Global Wealth Management Investment Advisory’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	-100	Closed	-$9.36K	–	379
2023 Q4	$9.36K	Sell	100 -38	-28%	-$3.46K	﹤0.01%	298
2023 Q3	$17.9K	Buy	138 +73	+112%	+$14K	0.01%	252
2023 Q2	$17.5K	Buy	+65	New	+$18.6K	﹤0.01%	260
2022 Q3	–	Sell	-163	Closed	-$45K	–	409
2022 Q2	$45K	Sell	163 -26	-14%	-$7.11K	0.02%	184
2022 Q1	$61K	Buy	189 +65	+52%	+$17.9K	0.02%	178
2021 Q4	$35K	Buy	124 +114	+1,140%	+$36K	0.01%	214
2021 Q3	$3K	Buy	+10	New	+$2.72K	﹤0.01%	396
2019 Q4	–	Sell	-75	Closed	-$6K	–	707
2019 Q3	$6K	Buy	+75	New	+$5.59K	﹤0.01%	386
2019 Q2	–	Sell	-27	Closed	-$1K	–	772
2019 Q1	$1K	Sell	27 -337	-93%	-$13.5K	﹤0.01%	644
2018 Q4	$13K	Buy	+364	New	+$13.9K	0.01%	350

Other funds holding SEDG

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

Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return

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

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

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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

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

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Global Wealth Management Investment Advisory's SEDG Position: Q1 2024 in Review

Global Wealth Management Investment Advisory sold out of SolarEdge (SEDG) in Q1 2024, closing a stake of 100 shares — an estimated $9.36K sold.

Global Wealth Management Investment Advisory first reported a position in SEDG in Q4 2018 and held it in 10 quarters. The position peaked at $61K in Q1 2022. 372 funds tracked by Wall St. Rank hold SEDG as of Q1 2024.

Global Wealth Management Investment Advisory reported no remaining SolarEdge position as of Q1 2024 after selling out during the quarter.
Global Wealth Management Investment Advisory sold 100 SolarEdge shares in Q1 2024, an estimated $9.36K.
Global Wealth Management Investment Advisory first reported a position in SolarEdge in Q4 2018 and held it in 10 quarters.
Global Wealth Management Investment Advisory's SolarEdge position peaked at $61K in Q1 2022.
372 funds tracked by Wall St. Rank held SolarEdge as of Q1 2024.

Based on Global Wealth Management Investment Advisory's 13F filing for Q1 2024, filed 10 May 2024.