IAA
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Independent Advisor Alliance’s SolarEdge SEDG Stock Holding History

Independent Advisor Alliance’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
2024
Q1 		– Sell
-3,124
Closed -$292K – 732
2023
Q4 		$292K Sell
3,124
-449
-13% -$40.9K 0.01% 551
2023
Q3 		$463K Sell
3,573
-353
-9% -$67.7K 0.02% 428
2023
Q2 		$1.06M Sell
3,926
-234
-6% -$67.1K 0.05% 297
2023
Q1 		$1.26M Buy
+4,160
New +$1.27M 0.06% 255
2022
Q4 		– Sell
-4,575
Closed -$1.06M – 596
2022
Q3 		$1.06M Sell
4,575
-269
-6% -$79.3K 0.06% 255
2022
Q2 		$1.33M Sell
4,844
-189
-4% -$51.7K 0.07% 218
2022
Q1 		$1.62M Sell
5,033
-359
-7% -$98.6K 0.08% 212
2021
Q4 		$1.51M Sell
5,392
-55
-1% -$17.4K 0.07% 207
2021
Q3 		$1.45M Sell
5,447
-3,577
-40% -$974K 0.08% 203
2021
Q2 		$2.49M Buy
9,024
+200
+2% +$50.4K 0.14% 149
2021
Q1 		$2.54M Buy
8,824
+3,113
+55% +$939K 0.15% 133
2020
Q4 		$1.82M Buy
5,711
+381
+7% +$105K 0.12% 143
2020
Q3 		$1.27M Buy
5,330
+644
+14% +$124K 0.1% 158
2020
Q2 		$650K Buy
+4,686
New +$573K 0.07% 217

Other funds holding SEDG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Independent Advisor Alliance's SEDG Position: Q1 2024 in Review

Independent Advisor Alliance sold out of SolarEdge (SEDG) in Q1 2024, closing a stake of 3,124 shares — an estimated $292K sold.

Independent Advisor Alliance first reported a position in SEDG in Q2 2020 and held it in 14 quarters. The position peaked at $2.54M in Q1 2021. 372 funds tracked by Wall St. Rank hold SEDG as of Q1 2024.

  • Independent Advisor Alliance reported no remaining SolarEdge position as of Q1 2024 after selling out during the quarter.
  • Independent Advisor Alliance sold 3,124 SolarEdge shares in Q1 2024, an estimated $292K.
  • Independent Advisor Alliance first reported a position in SolarEdge in Q2 2020 and held it in 14 quarters.
  • Independent Advisor Alliance's SolarEdge position peaked at $2.54M in Q1 2021.
  • 372 funds tracked by Wall St. Rank held SolarEdge as of Q1 2024.

Based on Independent Advisor Alliance's 13F filing for Q1 2024, filed 8 May 2024.