Primoris Wealth Advisors’s SolarEdge SEDG Stock Holding History

Primoris Wealth 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
2022 Q4	–	Sell	-6,520	Closed	-$1.51M	–	64
2022 Q3	$1.51M	Sell	6,520 -2,500	-28%	-$737K	2.69%	10
2022 Q2	$2.46M	Sell	9,020 -7,345	-45%	-$2.01M	3.54%	9
2022 Q1	$4.89M	Buy	16,365 +10,095	+161%	+$2.77M	4.56%	5
2021 Q4	$1.76M	Buy	+6,270	New	+$1.98M	1.42%	29

Other funds holding SEDG

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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

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

PAMS

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

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

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

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

Primoris Wealth Advisors's SEDG Position: Q4 2022 in Review

Primoris Wealth Advisors sold out of SolarEdge (SEDG) in Q4 2022, closing a stake of 6,520 shares — an estimated $1.51M sold.

Primoris Wealth Advisors first reported a position in SEDG in Q4 2021 and held it in 4 quarters. The position peaked at $4.89M in Q1 2022. 676 funds tracked by Wall St. Rank hold SEDG as of Q4 2022.

Primoris Wealth Advisors reported no remaining SolarEdge position as of Q4 2022 after selling out during the quarter.
Primoris Wealth Advisors sold 6,520 SolarEdge shares in Q4 2022, an estimated $1.51M.
Primoris Wealth Advisors first reported a position in SolarEdge in Q4 2021 and held it in 4 quarters.
Primoris Wealth Advisors's SolarEdge position peaked at $4.89M in Q1 2022.
676 funds tracked by Wall St. Rank held SolarEdge as of Q4 2022.

Based on Primoris Wealth Advisors's 13F filing for Q4 2022, filed 3 Feb 2023.