Optimum Investment Advisors’s SolarEdge SEDG Stock Holding History

Optimum Investment 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 Q3	–	Sell	-100	Closed	-$2.53K	–	658
2024 Q2	$2.53K	Sell	100 -100	-50%	-$5.2K	﹤0.01%	587
2024 Q1	$14.2K	Hold	200	–	–	0.01%	489
2023 Q4	$18.7K	Hold	200	–	–	0.01%	452
2023 Q3	$25.9K	Hold	200	–	–	0.01%	437
2023 Q2	$53.8K	Hold	200	–	–	0.03%	364
2023 Q1	$60.8K	Hold	200	–	–	0.03%	343
2022 Q4	$56.7K	Buy	200 +100	+100%	+$26.5K	0.03%	360
2022 Q3	$23K	Sell	100 -100	-50%	-$29.5K	0.01%	481
2022 Q2	$55K	Hold	200	–	–	0.03%	384
2022 Q1	$64K	Hold	200	–	–	0.03%	391
2021 Q4	$56K	Hold	200	–	–	0.02%	446
2021 Q3	$53K	Hold	200	–	–	0.02%	446
2021 Q2	$55K	Buy	200 +100	+100%	+$25.2K	0.02%	485
2021 Q1	$29K	Buy	100 +50	+100%	+$15.1K	0.01%	610
2020 Q4	$16K	Hold	50	–	–	﹤0.01%	663
2020 Q3	$12K	Buy	+50	New	+$9.61K	﹤0.01%	679
2019 Q4	–	Sell	-800	Closed	-$67K	–	1012
2019 Q3	$67K	Buy	+800	New	+$59.6K	0.02%	454

Other funds holding SEDG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Optimum Investment Advisors's SEDG Position: Q3 2024 in Review

Optimum Investment Advisors sold out of SolarEdge (SEDG) in Q3 2024, closing a stake of 100 shares — an estimated $2.53K sold.

Optimum Investment Advisors first reported a position in SEDG in Q3 2019 and held it in 17 quarters. The position peaked at $67K in Q3 2019. 294 funds tracked by Wall St. Rank hold SEDG as of Q3 2024.

Optimum Investment Advisors reported no remaining SolarEdge position as of Q3 2024 after selling out during the quarter.
Optimum Investment Advisors sold 100 SolarEdge shares in Q3 2024, an estimated $2.53K.
Optimum Investment Advisors first reported a position in SolarEdge in Q3 2019 and held it in 17 quarters.
Optimum Investment Advisors's SolarEdge position peaked at $67K in Q3 2019.
294 funds tracked by Wall St. Rank held SolarEdge as of Q3 2024.

Based on Optimum Investment Advisors's 13F filing for Q3 2024, filed 16 Oct 2024.