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J.W. Cole Advisors’s SolarEdge SEDG Stock Holding History

J.W. Cole 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
2024
Q1 		– Sell
-2,147
Closed -$201K – 915
2023
Q4 		$201K Sell
2,147
-1,085
-34% -$98.8K 0.01% 762
2023
Q3 		$419K Buy
3,232
+621
+24% +$119K 0.03% 462
2023
Q2 		$702K Buy
2,611
+333
+15% +$95.5K 0.05% 346
2023
Q1 		$692K Buy
2,278
+82
+4% +$25K 0.05% 369
2022
Q4 		$622K Sell
2,196
-65
-3% -$17.2K 0.05% 359
2022
Q3 		$523K Buy
2,261
+143
+7% +$42.2K 0.04% 388
2022
Q2 		$580K Buy
2,118
+41
+2% +$11.2K 0.05% 366
2022
Q1 		$670K Sell
2,077
-43
-2% -$11.8K 0.04% 377
2021
Q4 		$595K Buy
2,120
+221
+12% +$69.8K 0.04% 411
2021
Q3 		$504K Buy
1,899
+1,096
+136% +$298K 0.04% 258
2021
Q2 		$222K Buy
+803
New +$202K 0.02% 674
2020
Q4 		– Sell
-986
Closed -$235K – 845
2020
Q3 		$235K Buy
+986
New +$190K 0.02% 625

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

J.W. Cole Advisors's SEDG Position: Q1 2024 in Review

J.W. Cole Advisors sold out of SolarEdge (SEDG) in Q1 2024, closing a stake of 2,147 shares — an estimated $201K sold.

J.W. Cole Advisors first reported a position in SEDG in Q3 2020 and held it in 12 quarters. The position peaked at $702K in Q2 2023. 372 funds tracked by Wall St. Rank hold SEDG as of Q1 2024.

  • J.W. Cole Advisors reported no remaining SolarEdge position as of Q1 2024 after selling out during the quarter.
  • J.W. Cole Advisors sold 2,147 SolarEdge shares in Q1 2024, an estimated $201K.
  • J.W. Cole Advisors first reported a position in SolarEdge in Q3 2020 and held it in 12 quarters.
  • J.W. Cole Advisors's SolarEdge position peaked at $702K in Q2 2023.
  • 372 funds tracked by Wall St. Rank held SolarEdge as of Q1 2024.

Based on J.W. Cole Advisors's 13F filing for Q1 2024, filed 30 Apr 2024.