Golden State Wealth Management’s SolarEdge SEDG Stock Holding History

Golden State Wealth 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
2020 Q2	–	Sell	-1,001	Closed	-$82K	–	763
2020 Q1	$82K	Buy	+1,001	New	+$106K	0.04%	282
2019 Q4	–	Sell	-1,001	Closed	-$84K	–	764
2019 Q3	$84K	Hold	1,001	–	–	0.03%	337
2019 Q2	$62K	Hold	1,001	–	–	0.02%	405
2019 Q1	$38K	Buy	+1,001	New	+$40K	0.01%	509

Other funds holding SEDG

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

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

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

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

NIPH

NN Investment Partners Holdings The Hague, Netherlands $18.6B AUM 18.31% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

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

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

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

Golden State Wealth Management's SEDG Position: Q2 2020 in Review

Golden State Wealth Management sold out of SolarEdge (SEDG) in Q2 2020, closing a stake of 1,001 shares — an estimated $82K sold.

Golden State Wealth Management first reported a position in SEDG in Q1 2019 and held it in 4 quarters. The position peaked at $84K in Q3 2019. 396 funds tracked by Wall St. Rank hold SEDG as of Q2 2020.

Golden State Wealth Management reported no remaining SolarEdge position as of Q2 2020 after selling out during the quarter.
Golden State Wealth Management sold 1,001 SolarEdge shares in Q2 2020, an estimated $82K.
Golden State Wealth Management first reported a position in SolarEdge in Q1 2019 and held it in 4 quarters.
Golden State Wealth Management's SolarEdge position peaked at $84K in Q3 2019.
396 funds tracked by Wall St. Rank held SolarEdge as of Q2 2020.

Based on Golden State Wealth Management's 13F filing for Q2 2020, filed 11 Aug 2020.