JWA
SEDG icon

JFS Wealth Advisors’s SolarEdge SEDG Stock Holding History

JFS Wealth 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
2026
Q2 		$526 Buy
+9
New +$472 ﹤0.01% 1945
2024
Q3 		– Sell
-5
Closed -$127 – 2016
2024
Q2 		$127 Sell
5
-10
-67% -$520 ﹤0.01% 1917
2024
Q1 		$1.06K Hold
15
– – ﹤0.01% 1644
2023
Q4 		$1.4K Sell
15
-5
-25% -$455 ﹤0.01% 1553
2023
Q3 		$2.59K Sell
20
-9
-31% -$1.73K ﹤0.01% 1262
2023
Q2 		$7.8K Sell
29
-4
-12% -$1.15K ﹤0.01% 813
2023
Q1 		$10K Buy
33
+5
+18% +$1.52K ﹤0.01% 722
2022
Q4 		$7.93K Sell
28
-44
-61% -$11.7K ﹤0.01% 803
2022
Q3 		$17K Sell
72
-5
-6% -$1.48K ﹤0.01% 612
2022
Q2 		$21K Buy
77
+6
+8% +$1.64K ﹤0.01% 579
2022
Q1 		$23K Buy
71
+27
+61% +$7.42K ﹤0.01% 569
2021
Q4 		$12K Buy
44
+4
+10% +$1.26K ﹤0.01% 665
2021
Q3 		$11K Buy
+40
New +$10.9K ﹤0.01% 631
2018
Q4 		– Sell
-300
Closed -$11K – 518
2018
Q3 		$11K Hold
300
– – ﹤0.01% 399
2018
Q2 		$14K Buy
+300
New +$16.6K ﹤0.01% 343

Other funds holding SEDG

Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AAP
Ardsley Advisory Partners Stamford, Connecticut $960M AUM 207.76% 1-Year Est. Return
MGI
Miller Global Investments Dallas, Texas $121M AUM
GIC
Generali Investments CEE Prague, Czech Republic $2.11B AUM 25.53% 1-Year Est. Return
KTC
Kentucky Trust Company Danville, Kentucky $208M AUM 32.13% 1-Year Est. Return