Lake Point Wealth Management’s SolarEdge SEDG Stock Holding History

Lake Point 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
2022 Q1	–	Sell	-100	Closed	-$28K	–	474
2021 Q4	$28K	Hold	100	–	–	0.01%	98
2021 Q3	$27K	Hold	100	–	–	0.01%	92
2021 Q2	$28K	Buy	+100	New	+$25.2K	0.01%	100
2020 Q1	$8K	Hold	100	–	–	0.01%	128
2019 Q4	$10K	Buy	+100	New	+$8.55K	﹤0.01%	272
2019 Q2	$6K	Hold	100	–	–	﹤0.01%	402
2019 Q1	$6K	Hold	100	–	–	﹤0.01%	402
2018 Q4	$4K	Buy	+100	New	+$3.83K	﹤0.01%	595

Other funds holding SEDG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Lake Point Wealth Management's SEDG Position: Q1 2022 in Review

Lake Point Wealth Management sold out of SolarEdge (SEDG) in Q1 2022, closing a stake of 100 shares — an estimated $28K sold.

Lake Point Wealth Management first reported a position in SEDG in Q4 2018 and held it in 8 quarters. The position peaked at $28K in Q4 2021. 655 funds tracked by Wall St. Rank hold SEDG as of Q1 2022.

Lake Point Wealth Management reported no remaining SolarEdge position as of Q1 2022 after selling out during the quarter.
Lake Point Wealth Management sold 100 SolarEdge shares in Q1 2022, an estimated $28K.
Lake Point Wealth Management first reported a position in SolarEdge in Q4 2018 and held it in 8 quarters.
Lake Point Wealth Management's SolarEdge position peaked at $28K in Q4 2021.
655 funds tracked by Wall St. Rank held SolarEdge as of Q1 2022.

Based on Lake Point Wealth Management's 13F filing for Q1 2022, filed 17 May 2022.