Icon Wealth Partners’s SolarEdge SEDG Stock Holding History

Icon Wealth Partners’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
2023 Q2	–	Sell	-380	Closed	-$116K	–	429
2023 Q1	$116K	Buy	+380	New	+$116K	0.01%	385

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

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

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

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

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

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

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

Icon Wealth Partners's SEDG Position: Q2 2023 in Review

Icon Wealth Partners sold out of SolarEdge (SEDG) in Q2 2023, closing a stake of 380 shares — an estimated $116K sold.

Icon Wealth Partners first reported a position in SEDG in Q1 2023 and held it in 1 quarter. The position peaked at $116K in Q1 2023. 671 funds tracked by Wall St. Rank hold SEDG as of Q2 2023.

Icon Wealth Partners reported no remaining SolarEdge position as of Q2 2023 after selling out during the quarter.
Icon Wealth Partners sold 380 SolarEdge shares in Q2 2023, an estimated $116K.
Icon Wealth Partners first reported a position in SolarEdge in Q1 2023 and held it in 1 quarter.
Icon Wealth Partners's SolarEdge position peaked at $116K in Q1 2023.
671 funds tracked by Wall St. Rank held SolarEdge as of Q2 2023.

Based on Icon Wealth Partners's 13F filing for Q2 2023, filed 3 Aug 2023.