Oxler Private Wealth’s SolarEdge SEDG Stock Holding History

Oxler Private Wealth’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 Q1	–	Sell	-40	Closed	-$12K	–	193
2020 Q4	$12K	Buy	+40	New	+$11.1K	0.01%	197

Other funds holding SEDG

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

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

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

PAMU

Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

Oxler Private Wealth's SEDG Position: Q1 2021 in Review

Oxler Private Wealth sold out of SolarEdge (SEDG) in Q1 2021, closing a stake of 40 shares — an estimated $12K sold.

Oxler Private Wealth first reported a position in SEDG in Q4 2020 and held it in 1 quarter. The position peaked at $12K in Q4 2020. 557 funds tracked by Wall St. Rank hold SEDG as of Q1 2021.

Oxler Private Wealth reported no remaining SolarEdge position as of Q1 2021 after selling out during the quarter.
Oxler Private Wealth sold 40 SolarEdge shares in Q1 2021, an estimated $12K.
Oxler Private Wealth first reported a position in SolarEdge in Q4 2020 and held it in 1 quarter.
Oxler Private Wealth's SolarEdge position peaked at $12K in Q4 2020.
557 funds tracked by Wall St. Rank held SolarEdge as of Q1 2021.

Based on Oxler Private Wealth's 13F filing for Q1 2021, filed 3 May 2021.