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Heritage Financial Services’s SolarEdge SEDG Stock Holding History

Heritage Financial 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
2022
Q3 		– Sell
-5
Closed -$1K – 396
2022
Q2 		$1K Buy
+5
New +$1.37K ﹤0.01% 480

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William Blair Investment Management
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Heritage Financial Services's SEDG Position: Q3 2022 in Review

Heritage Financial Services sold out of SolarEdge (SEDG) in Q3 2022, closing a stake of 5 shares — an estimated $1K sold.

Heritage Financial Services first reported a position in SEDG in Q2 2022 and held it in 1 quarter. The position peaked at $1K in Q2 2022. 642 funds tracked by Wall St. Rank hold SEDG as of Q3 2022.

  • Heritage Financial Services reported no remaining SolarEdge position as of Q3 2022 after selling out during the quarter.
  • Heritage Financial Services sold 5 SolarEdge shares in Q3 2022, an estimated $1K.
  • Heritage Financial Services first reported a position in SolarEdge in Q2 2022 and held it in 1 quarter.
  • Heritage Financial Services's SolarEdge position peaked at $1K in Q2 2022.
  • 642 funds tracked by Wall St. Rank held SolarEdge as of Q3 2022.

Based on Heritage Financial Services's 13F filing for Q3 2022, filed 3 Nov 2022.