Patriot Financial Group Insurance Agency’s SolarEdge SEDG Stock Holding History

Patriot Financial Group Insurance Agency’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
2022 Q3	–	Sell	-2	Closed	-$1K	–	1674
2022 Q2	$1K	Hold	2	–	–	﹤0.01%	1942
2022 Q1	$1K	Hold	2	–	–	﹤0.01%	1972
2021 Q4	$1K	Hold	2	–	–	﹤0.01%	2071
2021 Q3	$1K	Hold	2	–	–	﹤0.01%	2089
2021 Q2	$1K	Hold	2	–	–	﹤0.01%	2019
2021 Q1	$1K	Hold	2	–	–	﹤0.01%	1923
2020 Q4	$1K	Hold	2	–	–	﹤0.01%	1799
2020 Q3	$0	Hold	2	–	–	﹤0.01%	1824
2020 Q2	$0	Sell	2 -21	-91%	-$2.57K	﹤0.01%	1819
2020 Q1	$2K	Buy	+23	New	+$2.43K	﹤0.01%	1335

Other funds holding SEDG

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

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

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

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

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

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

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

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

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Patriot Financial Group Insurance Agency's SEDG Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of SolarEdge (SEDG) in Q3 2022, closing a stake of 2 shares — an estimated $1K sold.

Patriot Financial Group Insurance Agency first reported a position in SEDG in Q1 2020 and held it in 10 quarters. The position peaked at $2K in Q1 2020. 642 funds tracked by Wall St. Rank hold SEDG as of Q3 2022.

Patriot Financial Group Insurance Agency reported no remaining SolarEdge position as of Q3 2022 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 2 SolarEdge shares in Q3 2022, an estimated $1K.
Patriot Financial Group Insurance Agency first reported a position in SolarEdge in Q1 2020 and held it in 10 quarters.
Patriot Financial Group Insurance Agency's SolarEdge position peaked at $2K in Q1 2020.
642 funds tracked by Wall St. Rank held SolarEdge as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.