Level Four Advisory Services’s SolarEdge SEDG Stock Holding History

Level Four Advisory Services’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	-686	Closed	-$209K	–	840
2023 Q1	$209K	Buy	+686	New	+$209K	0.01%	686

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

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

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

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

Level Four Advisory Services's SEDG Position: Q2 2023 in Review

Level Four Advisory Services sold out of SolarEdge (SEDG) in Q2 2023, closing a stake of 686 shares — an estimated $209K sold.

Level Four Advisory Services first reported a position in SEDG in Q1 2023 and held it in 1 quarter. The position peaked at $209K in Q1 2023. 671 funds tracked by Wall St. Rank hold SEDG as of Q2 2023.

Level Four Advisory Services reported no remaining SolarEdge position as of Q2 2023 after selling out during the quarter.
Level Four Advisory Services sold 686 SolarEdge shares in Q2 2023, an estimated $209K.
Level Four Advisory Services first reported a position in SolarEdge in Q1 2023 and held it in 1 quarter.
Level Four Advisory Services's SolarEdge position peaked at $209K in Q1 2023.
671 funds tracked by Wall St. Rank held SolarEdge as of Q2 2023.

Based on Level Four Advisory Services's 13F filing for Q2 2023, filed 10 Jul 2023.