HBK Sorce Advisory’s SolarEdge SEDG Stock Holding History

HBK Sorce 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
2022 Q1	–	Sell	-1,411	Closed	-$396K	–	604
2021 Q4	$396K	Sell	1,411 -30	-2%	-$9.47K	0.02%	383
2021 Q3	$382K	Sell	1,441 -5	-0.3%	-$1.36K	0.02%	375
2021 Q2	$400K	Buy	1,446 +631	+77%	+$159K	0.02%	371
2021 Q1	$234K	Buy	815 +76	+10%	+$22.9K	0.01%	476
2020 Q4	$236K	Buy	+739	New	+$204K	0.01%	438

Other funds holding SEDG

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

HBK Sorce Advisory's SEDG Position: Q1 2022 in Review

HBK Sorce Advisory sold out of SolarEdge (SEDG) in Q1 2022, closing a stake of 1,411 shares — an estimated $396K sold.

HBK Sorce Advisory first reported a position in SEDG in Q4 2020 and held it in 5 quarters. The position peaked at $400K in Q2 2021. 655 funds tracked by Wall St. Rank hold SEDG as of Q1 2022.

HBK Sorce Advisory reported no remaining SolarEdge position as of Q1 2022 after selling out during the quarter.
HBK Sorce Advisory sold 1,411 SolarEdge shares in Q1 2022, an estimated $396K.
HBK Sorce Advisory first reported a position in SolarEdge in Q4 2020 and held it in 5 quarters.
HBK Sorce Advisory's SolarEdge position peaked at $400K in Q2 2021.
655 funds tracked by Wall St. Rank held SolarEdge as of Q1 2022.

Based on HBK Sorce Advisory's 13F filing for Q1 2022, filed 13 May 2022.