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Prime Capital Investment Advisors’s SolarEdge SEDG Stock Holding History

Prime Capital Investment Advisors’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
-2,574
Closed -$693K – 796
2023
Q2 		$693K Sell
2,574
-892
-26% -$256K 0.01% 413
2023
Q1 		$1.05M Buy
+3,466
New +$1.06M 0.04% 239
2020
Q4 		– Sell
-94
Closed -$22K – 484
2020
Q3 		$22K Buy
+94
New +$18.1K ﹤0.01% 371

Other funds holding SEDG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Prime Capital Investment Advisors's SEDG Position: Q3 2023 in Review

Prime Capital Investment Advisors sold out of SolarEdge (SEDG) in Q3 2023, closing a stake of 2,574 shares — an estimated $693K sold.

Prime Capital Investment Advisors first reported a position in SEDG in Q3 2020 and held it in 3 quarters. The position peaked at $1.05M in Q1 2023. 573 funds tracked by Wall St. Rank hold SEDG as of Q3 2023.

  • Prime Capital Investment Advisors reported no remaining SolarEdge position as of Q3 2023 after selling out during the quarter.
  • Prime Capital Investment Advisors sold 2,574 SolarEdge shares in Q3 2023, an estimated $693K.
  • Prime Capital Investment Advisors first reported a position in SolarEdge in Q3 2020 and held it in 3 quarters.
  • Prime Capital Investment Advisors's SolarEdge position peaked at $1.05M in Q1 2023.
  • 573 funds tracked by Wall St. Rank held SolarEdge as of Q3 2023.

Based on Prime Capital Investment Advisors's 13F filing for Q3 2023, filed 9 Nov 2023.