Laurel Wealth Advisors (California)’s SolarEdge SEDG Stock Holding History

Laurel Wealth Advisors (California)’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 Q4	$367K	Sell	1,295 -11	-0.8%	-$2.92K	0.04%	438
2022 Q3	$302K	Sell	1,306 -36	-3%	-$10.6K	0.03%	483
2022 Q2	$367K	Buy	1,342 +15	+1%	+$4.1K	0.04%	439
2022 Q1	$428K	Buy	1,327 +144	+12%	+$39.5K	0.04%	458
2021 Q4	$332K	Buy	+1,183	New	+$374K	0.03%	586

Other funds holding SEDG

BlackRock New York $5.72T AUM 30.48% 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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

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

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

Laurel Wealth Advisors (California)'s SEDG Position: Q4 2022 in Review

Laurel Wealth Advisors (California) reduced its SolarEdge (SEDG) stake by 0.84% in Q4 2022, selling an estimated $2.92K and leaving 1,295 shares worth $367K. The position accounts for 0.04% of the portfolio, ranked #438.

Laurel Wealth Advisors (California) first reported a position in SEDG in Q4 2021 and has held it in 5 quarters since. The position peaked at $428K in Q1 2022. 676 funds tracked by Wall St. Rank hold SEDG as of Q4 2022.

Laurel Wealth Advisors (California) held 1,295 shares of SolarEdge worth $367K as of Q4 2022.
Laurel Wealth Advisors (California) sold 11 SolarEdge shares in Q4 2022, an estimated $2.92K.
SolarEdge made up 0.04% of Laurel Wealth Advisors (California)'s portfolio in Q4 2022, its #438 holding.
Laurel Wealth Advisors (California) first reported a position in SolarEdge in Q4 2021 and has held it in 5 quarters since.
Laurel Wealth Advisors (California)'s SolarEdge position peaked at $428K in Q1 2022.
676 funds tracked by Wall St. Rank held SolarEdge as of Q4 2022.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q4 2022, filed 14 Feb 2023.