Integrated Advisors Network’s SolarEdge SEDG Stock Holding History

Integrated Advisors Network’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 Q3	–	Sell	-937	Closed	-$252K	–	692
2023 Q2	$252K	Buy	937 +4	+0.4%	+$1.15K	0.01%	581
2023 Q1	$284K	Buy	933 +89	+11%	+$27.1K	0.02%	564
2022 Q4	$239K	Sell	844 -41	-5%	-$10.9K	0.02%	552
2022 Q3	$205K	Buy	885 +20	+2%	+$5.9K	0.01%	594
2022 Q2	$237K	Buy	+865	New	+$237K	0.02%	581
2021 Q1	–	Sell	-892	Closed	-$285K	–	571
2020 Q4	$285K	Hold	892	–	–	0.03%	403
2020 Q3	$213K	Buy	892 +587	+192%	+$113K	0.03%	407
2020 Q2	$42K	Sell	305 -2,386	-89%	-$292K	﹤0.01%	436
2020 Q1	$220K	Buy	+2,691	New	+$285K	0.04%	329

Other funds holding SEDG

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

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

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

Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 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

Integrated Advisors Network's SEDG Position: Q3 2023 in Review

Integrated Advisors Network sold out of SolarEdge (SEDG) in Q3 2023, closing a stake of 937 shares — an estimated $252K sold.

Integrated Advisors Network first reported a position in SEDG in Q1 2020 and held it in 9 quarters. The position peaked at $285K in Q4 2020. 573 funds tracked by Wall St. Rank hold SEDG as of Q3 2023.

Integrated Advisors Network reported no remaining SolarEdge position as of Q3 2023 after selling out during the quarter.
Integrated Advisors Network sold 937 SolarEdge shares in Q3 2023, an estimated $252K.
Integrated Advisors Network first reported a position in SolarEdge in Q1 2020 and held it in 9 quarters.
Integrated Advisors Network's SolarEdge position peaked at $285K in Q4 2020.
573 funds tracked by Wall St. Rank held SolarEdge as of Q3 2023.

Based on Integrated Advisors Network's 13F filing for Q3 2023, filed 16 Nov 2023.