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Partnership Wealth Management’s SolarEdge SEDG Stock Holding History

Partnership 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
2024
Q4 		– Sell
-155
Closed -$3.55K – 161
2024
Q3 		$3.55K Hold
155
– – ﹤0.01% 181
2024
Q2 		$3.92K Hold
155
– – ﹤0.01% 204
2024
Q1 		$11K Hold
155
– – 0.01% 190
2023
Q4 		$10.3K Buy
+155
New +$14.1K 0.01% 193

Other funds holding SEDG

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

Partnership Wealth Management's SEDG Position: Q4 2024 in Review

Partnership Wealth Management sold out of SolarEdge (SEDG) in Q4 2024, closing a stake of 155 shares — an estimated $3.55K sold.

Partnership Wealth Management first reported a position in SEDG in Q4 2023 and held it in 4 quarters. The position peaked at $11K in Q1 2024. 280 funds tracked by Wall St. Rank hold SEDG as of Q4 2024.

  • Partnership Wealth Management reported no remaining SolarEdge position as of Q4 2024 after selling out during the quarter.
  • Partnership Wealth Management sold 155 SolarEdge shares in Q4 2024, an estimated $3.55K.
  • Partnership Wealth Management first reported a position in SolarEdge in Q4 2023 and held it in 4 quarters.
  • Partnership Wealth Management's SolarEdge position peaked at $11K in Q1 2024.
  • 280 funds tracked by Wall St. Rank held SolarEdge as of Q4 2024.

Based on Partnership Wealth Management's 13F filing for Q4 2024, filed 8 Jan 2025.