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Liberty Wealth Management’s SolarEdge SEDG Stock Holding History

Liberty 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
2021
Q4 		– Sell
-6
Closed -$2K – 931
2021
Q3 		$2K Buy
+6
New +$1.63K ﹤0.01% 1078
2021
Q2 		– Sell
-3
Closed – – 1168
2021
Q1 		$0 Hold
3
– – ﹤0.01% 1033
2020
Q4 		$0 Buy
+3
New +$829 ﹤0.01% 1060

Other funds holding SEDG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
NIPH
NN Investment Partners Holdings The Hague, Netherlands $18.6B AUM 18.31% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Liberty Wealth Management's SEDG Position: Q4 2021 in Review

Liberty Wealth Management sold out of SolarEdge (SEDG) in Q4 2021, closing a stake of 6 shares — an estimated $2K sold.

Liberty Wealth Management first reported a position in SEDG in Q4 2020 and held it in 3 quarters. The position peaked at $2K in Q3 2021. 602 funds tracked by Wall St. Rank hold SEDG as of Q4 2021.

  • Liberty Wealth Management reported no remaining SolarEdge position as of Q4 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 6 SolarEdge shares in Q4 2021, an estimated $2K.
  • Liberty Wealth Management first reported a position in SolarEdge in Q4 2020 and held it in 3 quarters.
  • Liberty Wealth Management's SolarEdge position peaked at $2K in Q3 2021.
  • 602 funds tracked by Wall St. Rank held SolarEdge as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.