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JP Morgan Private Wealth Advisors’s SolarEdge SEDG Stock Holding History

JP Morgan Private 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
2023
Q2 		– Sell
-8,311
Closed -$2.53M – 1851
2023
Q1 		$2.53M Buy
8,311
+5,162
+164% +$1.57M 0.01% 790
2022
Q4 		$892K Sell
3,149
-9,950
-76% -$2.64M ﹤0.01% 1198
2022
Q3 		$3.03M Sell
13,099
-18
-0.1% -$5.31K 0.01% 708
2022
Q2 		$3.59M Sell
13,117
-1,241
-9% -$339K 0.01% 662
2022
Q1 		$4.63M Sell
14,358
-308
-2% -$84.6K 0.01% 640
2021
Q4 		$4.12M Sell
14,666
-67
-0.5% -$21.2K 0.01% 659
2021
Q3 		$3.91M Sell
14,733
-1,055
-7% -$287K 0.01% 658
2021
Q2 		$4.36M Sell
15,788
-4,357
-22% -$1.1M 0.01% 629
2021
Q1 		$5.79M Sell
20,145
-402
-2% -$121K 0.02% 475
2020
Q4 		$6.56M Buy
20,547
+33
+0.2% +$9.12K 0.02% 421
2020
Q3 		$4.89M Buy
20,514
+136
+0.7% +$26.1K 0.02% 430
2020
Q2 		$2.83M Buy
20,378
+419
+2% +$51.2K 0.01% 494
2020
Q1 		$1.63M Buy
19,959
+2,559
+15% +$271K 0.01% 585
2019
Q4 		$1.66M Buy
17,400
+451
+3% +$38.6K 0.01% 655
2019
Q3 		$1.42M Buy
+16,949
New +$1.26M 0.01% 657

Other funds holding SEDG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Private Wealth Advisors's SEDG Position: Q2 2023 in Review

JP Morgan Private Wealth Advisors sold out of SolarEdge (SEDG) in Q2 2023, closing a stake of 8,311 shares — an estimated $2.53M sold.

JP Morgan Private Wealth Advisors first reported a position in SEDG in Q3 2019 and held it in 15 quarters. The position peaked at $6.56M in Q4 2020. 671 funds tracked by Wall St. Rank hold SEDG as of Q2 2023.

  • JP Morgan Private Wealth Advisors reported no remaining SolarEdge position as of Q2 2023 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 8,311 SolarEdge shares in Q2 2023, an estimated $2.53M.
  • JP Morgan Private Wealth Advisors first reported a position in SolarEdge in Q3 2019 and held it in 15 quarters.
  • JP Morgan Private Wealth Advisors's SolarEdge position peaked at $6.56M in Q4 2020.
  • 671 funds tracked by Wall St. Rank held SolarEdge as of Q2 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q2 2023, filed 28 Jul 2023.