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Perigon Wealth Management’s SolarEdge SEDG Stock Holding History

Perigon 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
Q2 		– Sell
-10,366
Closed -$736K – 912
2024
Q1 		$736K Buy
10,366
+5,834
+129% +$421K 0.02% 443
2023
Q4 		$424K Buy
4,532
+1,676
+59% +$153K 0.01% 551
2023
Q3 		$370K Buy
2,856
+236
+9% +$45.3K 0.02% 519
2023
Q2 		$705K Buy
2,620
+160
+7% +$45.9K 0.03% 375
2023
Q1 		$748K Sell
2,460
-88
-3% -$26.8K 0.04% 322
2022
Q4 		$722K Buy
2,548
+39
+2% +$10.3K 0.04% 329
2022
Q3 		$581K Sell
2,509
-36
-1% -$10.6K 0.05% 295
2022
Q2 		$697K Sell
2,545
-70
-3% -$19.1K 0.06% 267
2022
Q1 		$843K Sell
2,615
-181
-6% -$49.7K 0.06% 262
2021
Q4 		$784K Buy
2,796
+38
+1% +$12K 0.06% 255
2021
Q3 		$731K Buy
2,758
+58
+2% +$15.8K 0.06% 240
2021
Q2 		$746K Sell
2,700
-2
-0.1% -$504 0.07% 239
2021
Q1 		$777K Buy
2,702
+146
+6% +$44K 0.08% 214
2020
Q4 		$816K Buy
2,556
+243
+11% +$67.2K 0.09% 175
2020
Q3 		$551K Buy
2,313
+31
+1% +$5.96K 0.08% 205
2020
Q2 		$317K Sell
2,282
-464
-17% -$56.7K 0.05% 262
2020
Q1 		$265K Sell
2,746
-37
-1% -$3.91K 0.05% 257
2019
Q4 		$277K Buy
2,783
+13
+0.5% +$1.11K 0.06% 210
2019
Q3 		$235K Buy
+2,770
New +$207K 0.06% 206
2017
Q2 		– Sell
-867
Closed -$14K – 619
2017
Q1 		$14K Hold
867
– – ﹤0.01% 496
2016
Q4 		$13K Buy
+867
New +$12K ﹤0.01% 527

Other funds holding SEDG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $44.4B AUM 36.05% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Perigon Wealth Management's SEDG Position: Q2 2024 in Review

Perigon Wealth Management sold out of SolarEdge (SEDG) in Q2 2024, closing a stake of 10,366 shares — an estimated $736K sold.

Perigon Wealth Management first reported a position in SEDG in Q4 2016 and held it in 21 quarters. The position peaked at $843K in Q1 2022. 333 funds tracked by Wall St. Rank hold SEDG as of Q2 2024.

  • Perigon Wealth Management reported no remaining SolarEdge position as of Q2 2024 after selling out during the quarter.
  • Perigon Wealth Management sold 10,366 SolarEdge shares in Q2 2024, an estimated $736K.
  • Perigon Wealth Management first reported a position in SolarEdge in Q4 2016 and held it in 21 quarters.
  • Perigon Wealth Management's SolarEdge position peaked at $843K in Q1 2022.
  • 333 funds tracked by Wall St. Rank held SolarEdge as of Q2 2024.

Based on Perigon Wealth Management's 13F filing for Q2 2024, filed 2 Aug 2024.