KCS Wealth Advisory’s SolarEdge SEDG Stock Holding History

KCS Wealth Advisory’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	$270K	Buy	2,081 +1,043	+100%	+$200K	0.11%	120
2023 Q2	$279K	Sell	1,038 -15	-1%	-$4.3K	0.1%	132
2023 Q1	$320K	Sell	1,053 -15	-1%	-$4.57K	0.12%	119
2022 Q4	$303K	Hold	1,068	–	–	0.13%	124
2022 Q3	$247K	Sell	1,068 -20	-2%	-$5.9K	0.11%	131
2022 Q2	$298K	Hold	1,088	–	–	0.13%	127
2022 Q1	$351K	Sell	1,088 -35	-3%	-$9.61K	0.16%	120
2021 Q4	$315K	Sell	1,123 -10	-0.9%	-$3.16K	0.13%	137
2021 Q3	$300K	Hold	1,133	–	–	0.14%	124
2021 Q2	$313K	Sell	1,133 -10	-0.9%	-$2.52K	0.15%	128
2021 Q1	$329K	Sell	1,143 -45	-4%	-$13.6K	0.17%	122
2020 Q4	$379K	Sell	1,188 -82	-6%	-$22.7K	0.25%	110
2020 Q3	$303K	Sell	1,270 -778	-38%	-$150K	0.24%	113
2020 Q2	$284K	Buy	+2,048	New	+$250K	0.24%	118
2020 Q1	–	Sell	-2,106	Closed	-$200K	–	155
2019 Q4	$200K	Sell	2,106 -225	-10%	-$19.2K	0.15%	146
2019 Q3	$195K	Buy	+2,331	New	+$174K	0.13%	149
2018 Q1	–	Sell	-7,357	Closed	-$276K	–	181
2017 Q4	$276K	Buy	+7,357	New	+$253K	0.27%	129

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

KCS Wealth Advisory's SEDG Position: Q3 2023 in Review

KCS Wealth Advisory increased its SolarEdge (SEDG) stake by 100% in Q3 2023, buying an estimated $200K and bringing the position to 2,081 shares worth $270K. The position accounts for 0.11% of the portfolio, ranked #120.

KCS Wealth Advisory first reported a position in SEDG in Q4 2017 and has held it in 17 quarters since. The position peaked at $379K in Q4 2020. 573 funds tracked by Wall St. Rank hold SEDG as of Q3 2023.

KCS Wealth Advisory held 2,081 shares of SolarEdge worth $270K as of Q3 2023.
KCS Wealth Advisory bought 1,043 SolarEdge shares in Q3 2023, an estimated $200K.
SolarEdge made up 0.11% of KCS Wealth Advisory's portfolio in Q3 2023, its #120 holding.
KCS Wealth Advisory first reported a position in SolarEdge in Q4 2017 and has held it in 17 quarters since.
KCS Wealth Advisory's SolarEdge position peaked at $379K in Q4 2020.
573 funds tracked by Wall St. Rank held SolarEdge as of Q3 2023.

Based on KCS Wealth Advisory's 13F filing for Q3 2023, filed 3 Nov 2023.