Personal CFO Solutions’s SolarEdge SEDG Stock Holding History

Personal CFO Solutions’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
2023 Q3	–	Sell	-866	Closed	-$233K	–	494
2023 Q2	$233K	Buy	+866	New	+$248K	0.05%	405

Other funds holding SEDG

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

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Personal CFO Solutions's SEDG Position: Q3 2023 in Review

Personal CFO Solutions sold out of SolarEdge (SEDG) in Q3 2023, closing a stake of 866 shares — an estimated $233K sold.

Personal CFO Solutions first reported a position in SEDG in Q2 2023 and held it in 1 quarter. The position peaked at $233K in Q2 2023. 573 funds tracked by Wall St. Rank hold SEDG as of Q3 2023.

Personal CFO Solutions reported no remaining SolarEdge position as of Q3 2023 after selling out during the quarter.
Personal CFO Solutions sold 866 SolarEdge shares in Q3 2023, an estimated $233K.
Personal CFO Solutions first reported a position in SolarEdge in Q2 2023 and held it in 1 quarter.
Personal CFO Solutions's SolarEdge position peaked at $233K in Q2 2023.
573 funds tracked by Wall St. Rank held SolarEdge as of Q3 2023.

Based on Personal CFO Solutions's 13F filing for Q3 2023, filed 13 Nov 2023.