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Janiczek Wealth Management’s SolarEdge SEDG Stock Holding History

Janiczek Wealth Management’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
-14
Closed -$1.31K – 1149
2023
Q4 		$1.31K Buy
+14
New +$1.27K ﹤0.01% 897
2020
Q3 		– Sell
-14
Closed -$2K – 715
2020
Q2 		$2K Buy
+14
New +$1.71K ﹤0.01% 302

Other funds holding SEDG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $44.4B AUM 36.05% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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 $110B AUM 4.8% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Janiczek Wealth Management's SEDG Position: Q1 2024 in Review

Janiczek Wealth Management sold out of SolarEdge (SEDG) in Q1 2024, closing a stake of 14 shares — an estimated $1.31K sold.

Janiczek Wealth Management first reported a position in SEDG in Q2 2020 and held it in 2 quarters. The position peaked at $2K in Q2 2020. 373 funds tracked by Wall St. Rank hold SEDG as of Q1 2024.

  • Janiczek Wealth Management reported no remaining SolarEdge position as of Q1 2024 after selling out during the quarter.
  • Janiczek Wealth Management sold 14 SolarEdge shares in Q1 2024, an estimated $1.31K.
  • Janiczek Wealth Management first reported a position in SolarEdge in Q2 2020 and held it in 2 quarters.
  • Janiczek Wealth Management's SolarEdge position peaked at $2K in Q2 2020.
  • 373 funds tracked by Wall St. Rank held SolarEdge as of Q1 2024.

Based on Janiczek Wealth Management's 13F filing for Q1 2024, filed 15 Apr 2024.