MWM
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Mission Wealth Management’s SolarEdge SEDG Stock Holding History

Mission 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
2023
Q4 		– Sell
-1,911
Closed -$247K – 602
2023
Q3 		$247K Buy
1,911
+9
+0.5% +$1.73K 0.01% 474
2023
Q2 		$512K Hold
1,902
– – 0.02% 340
2023
Q1 		$578K Hold
1,902
– – 0.02% 304
2022
Q4 		$539K Sell
1,902
-2
-0.1% -$531 0.03% 303
2022
Q3 		$441K Buy
1,904
+1
+0.1% +$295 0.02% 314
2022
Q2 		$521K Buy
1,903
+3
+0.2% +$820 0.03% 289
2022
Q1 		$613K Buy
1,900
+50
+3% +$13.7K 0.03% 277
2021
Q4 		$519K Buy
1,850
+50
+3% +$15.8K 0.02% 297
2021
Q3 		$477K Hold
1,800
– – 0.02% 298
2021
Q2 		$497K Sell
1,800
-2
-0.1% -$504 0.03% 285
2021
Q1 		$518K Sell
1,802
-236
-12% -$71.2K 0.03% 255
2020
Q4 		$650K Sell
2,038
-348
-15% -$96.2K 0.04% 192
2020
Q3 		$569K Buy
2,386
+86
+4% +$16.5K 0.04% 183
2020
Q2 		$319K Buy
+2,300
New +$281K 0.03% 242
2020
Q1 		– Sell
-2,300
Closed -$219K – 343
2019
Q4 		$219K Buy
+2,300
New +$197K 0.02% 312

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

Mission Wealth Management's SEDG Position: Q4 2023 in Review

Mission Wealth Management sold out of SolarEdge (SEDG) in Q4 2023, closing a stake of 1,911 shares — an estimated $247K sold.

Mission Wealth Management first reported a position in SEDG in Q4 2019 and held it in 15 quarters. The position peaked at $650K in Q4 2020. 457 funds tracked by Wall St. Rank hold SEDG as of Q4 2023.

  • Mission Wealth Management reported no remaining SolarEdge position as of Q4 2023 after selling out during the quarter.
  • Mission Wealth Management sold 1,911 SolarEdge shares in Q4 2023, an estimated $247K.
  • Mission Wealth Management first reported a position in SolarEdge in Q4 2019 and held it in 15 quarters.
  • Mission Wealth Management's SolarEdge position peaked at $650K in Q4 2020.
  • 457 funds tracked by Wall St. Rank held SolarEdge as of Q4 2023.

Based on Mission Wealth Management's 13F filing for Q4 2023, filed 5 Feb 2024.