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Provenance Wealth Advisors’s SolarEdge SEDG Stock Holding History

Provenance 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
2024
Q1 		– Sell
-75
Closed -$7.02K – 603
2023
Q4 		$7.02K Hold
75
– – ﹤0.01% 337
2023
Q3 		$9.71K Buy
+75
New +$14.4K ﹤0.01% 248

Other funds holding SEDG

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Provenance Wealth Advisors's SEDG Position: Q1 2024 in Review

Provenance Wealth Advisors sold out of SolarEdge (SEDG) in Q1 2024, closing a stake of 75 shares — an estimated $7.02K sold.

Provenance Wealth Advisors first reported a position in SEDG in Q3 2023 and held it in 2 quarters. The position peaked at $9.71K in Q3 2023. 372 funds tracked by Wall St. Rank hold SEDG as of Q1 2024.

  • Provenance Wealth Advisors reported no remaining SolarEdge position as of Q1 2024 after selling out during the quarter.
  • Provenance Wealth Advisors sold 75 SolarEdge shares in Q1 2024, an estimated $7.02K.
  • Provenance Wealth Advisors first reported a position in SolarEdge in Q3 2023 and held it in 2 quarters.
  • Provenance Wealth Advisors's SolarEdge position peaked at $9.71K in Q3 2023.
  • 372 funds tracked by Wall St. Rank held SolarEdge as of Q1 2024.

Based on Provenance Wealth Advisors's 13F filing for Q1 2024, filed 15 Aug 2025.