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LGT Financial Advisors’s SolarEdge SEDG Stock Holding History

LGT Financial Advisors’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
2024
Q4 		– Sell
-146
Closed -$3.35K – 765
2024
Q3 		$3.35K Buy
+146
New +$3.55K 0.01% 607
2024
Q2 		– Sell
-81
Closed -$5.75K – 852
2024
Q1 		$5.75K Hold
81
– – 0.01% 599
2023
Q4 		$7.58K Hold
81
– – 0.01% 545
2023
Q3 		$10.5K Buy
+81
New +$15.5K 0.01% 470

Other funds holding SEDG

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

LGT Financial Advisors's SEDG Position: Q4 2024 in Review

LGT Financial Advisors sold out of SolarEdge (SEDG) in Q4 2024, closing a stake of 146 shares — an estimated $3.35K sold.

LGT Financial Advisors first reported a position in SEDG in Q3 2023 and held it in 4 quarters. The position peaked at $10.5K in Q3 2023. 280 funds tracked by Wall St. Rank hold SEDG as of Q4 2024.

  • LGT Financial Advisors reported no remaining SolarEdge position as of Q4 2024 after selling out during the quarter.
  • LGT Financial Advisors sold 146 SolarEdge shares in Q4 2024, an estimated $3.35K.
  • LGT Financial Advisors first reported a position in SolarEdge in Q3 2023 and held it in 4 quarters.
  • LGT Financial Advisors's SolarEdge position peaked at $10.5K in Q3 2023.
  • 280 funds tracked by Wall St. Rank held SolarEdge as of Q4 2024.

Based on LGT Financial Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.