Harvest Group Wealth Management’s SolarEdge SEDG Stock Holding History

Harvest Group 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
2021 Q1	–	Sell	-17	Closed	-$5K	–	588
2020 Q4	$5K	Hold	17	–	–	﹤0.01%	263
2020 Q3	$4K	Hold	17	–	–	﹤0.01%	286
2020 Q2	$2K	Hold	17	–	–	﹤0.01%	327
2020 Q1	$1K	Sell	17 -21	-55%	-$2.22K	﹤0.01%	426
2019 Q4	$3K	Sell	38 -14	-27%	-$1.2K	﹤0.01%	533
2019 Q3	$4K	Buy	52 +14	+37%	+$1.04K	﹤0.01%	494
2019 Q2	$2K	Buy	38 +11	+41%	+$555	﹤0.01%	599
2019 Q1	$1K	Buy	+27	New	+$1.08K	﹤0.01%	837

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

HIIFS

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

MIFH

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

PAMU

Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

Harvest Group Wealth Management's SEDG Position: Q1 2021 in Review

Harvest Group Wealth Management sold out of SolarEdge (SEDG) in Q1 2021, closing a stake of 17 shares — an estimated $5K sold.

Harvest Group Wealth Management first reported a position in SEDG in Q1 2019 and held it in 8 quarters. The position peaked at $5K in Q4 2020. 557 funds tracked by Wall St. Rank hold SEDG as of Q1 2021.

Harvest Group Wealth Management reported no remaining SolarEdge position as of Q1 2021 after selling out during the quarter.
Harvest Group Wealth Management sold 17 SolarEdge shares in Q1 2021, an estimated $5K.
Harvest Group Wealth Management first reported a position in SolarEdge in Q1 2019 and held it in 8 quarters.
Harvest Group Wealth Management's SolarEdge position peaked at $5K in Q4 2020.
557 funds tracked by Wall St. Rank held SolarEdge as of Q1 2021.

Based on Harvest Group Wealth Management's 13F filing for Q1 2021, filed 4 May 2021.