NEIRG Wealth Management’s SolarEdge SEDG Stock Holding History

NEIRG 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 Q3	–	Sell	-810	Closed	-$218K	–	102
2023 Q2	$218K	Buy	+810	New	+$232K	0.04%	131

Other funds holding SEDG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $44.4B AUM 36.05% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

NEIRG Wealth Management's SEDG Position: Q3 2023 in Review

NEIRG Wealth Management sold out of SolarEdge (SEDG) in Q3 2023, closing a stake of 810 shares — an estimated $218K sold.

NEIRG Wealth Management first reported a position in SEDG in Q2 2023 and held it in 1 quarter. The position peaked at $218K in Q2 2023. 573 funds tracked by Wall St. Rank hold SEDG as of Q3 2023.

NEIRG Wealth Management reported no remaining SolarEdge position as of Q3 2023 after selling out during the quarter.
NEIRG Wealth Management sold 810 SolarEdge shares in Q3 2023, an estimated $218K.
NEIRG Wealth Management first reported a position in SolarEdge in Q2 2023 and held it in 1 quarter.
NEIRG Wealth Management's SolarEdge position peaked at $218K in Q2 2023.
573 funds tracked by Wall St. Rank held SolarEdge as of Q3 2023.

Based on NEIRG Wealth Management's 13F filing for Q3 2023.