Legacy Financial Group (Iowa)
SEDG icon

Legacy Financial Group (Iowa)’s SolarEdge SEDG Stock Holding History

Legacy Financial Group (Iowa)’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
Q4 		– Sell
-44
Closed -$5.7K – 425
2023
Q3 		$5.7K Buy
+44
New +$8.44K ﹤0.01% 375

Other funds holding SEDG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Legacy Financial Group (Iowa)'s SEDG Position: Q4 2023 in Review

Legacy Financial Group (Iowa) sold out of SolarEdge (SEDG) in Q4 2023, closing a stake of 44 shares — an estimated $5.7K sold.

Legacy Financial Group (Iowa) first reported a position in SEDG in Q3 2023 and held it in 1 quarter. The position peaked at $5.7K in Q3 2023. 457 funds tracked by Wall St. Rank hold SEDG as of Q4 2023.

  • Legacy Financial Group (Iowa) reported no remaining SolarEdge position as of Q4 2023 after selling out during the quarter.
  • Legacy Financial Group (Iowa) sold 44 SolarEdge shares in Q4 2023, an estimated $5.7K.
  • Legacy Financial Group (Iowa) first reported a position in SolarEdge in Q3 2023 and held it in 1 quarter.
  • Legacy Financial Group (Iowa)'s SolarEdge position peaked at $5.7K in Q3 2023.
  • 457 funds tracked by Wall St. Rank held SolarEdge as of Q4 2023.

Based on Legacy Financial Group (Iowa)'s 13F filing for Q4 2023, filed 22 Jan 2024.