Icon Wealth Advisors’s SolarEdge SEDG Stock Holding History

Icon Wealth Advisors’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 Q4	–	Sell	-461	Closed	-$107K	–	399
2022 Q3	$107K	Buy	+461	New	+$136K	0.01%	384

Other funds holding SEDG

BlackRock New York $5.72T AUM 30.48% 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

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

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

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

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

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

Icon Wealth Advisors's SEDG Position: Q4 2022 in Review

Icon Wealth Advisors sold out of SolarEdge (SEDG) in Q4 2022, closing a stake of 461 shares — an estimated $107K sold.

Icon Wealth Advisors first reported a position in SEDG in Q3 2022 and held it in 1 quarter. The position peaked at $107K in Q3 2022. 676 funds tracked by Wall St. Rank hold SEDG as of Q4 2022.

Icon Wealth Advisors reported no remaining SolarEdge position as of Q4 2022 after selling out during the quarter.
Icon Wealth Advisors sold 461 SolarEdge shares in Q4 2022, an estimated $107K.
Icon Wealth Advisors first reported a position in SolarEdge in Q3 2022 and held it in 1 quarter.
Icon Wealth Advisors's SolarEdge position peaked at $107K in Q3 2022.
676 funds tracked by Wall St. Rank held SolarEdge as of Q4 2022.

Based on Icon Wealth Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.