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Redwood Wealth Management Group’s SolarEdge SEDG Stock Holding History

Redwood Wealth Management Group’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
Q3 		– Sell
-480
Closed -$12.1K – 915
2024
Q2 		$12.1K Buy
+480
New +$25K 0.01% 546
2023
Q3 		– Sell
-790
Closed -$213K – 148
2023
Q2 		$213K Hold
790
– – 0.24% 116
2023
Q1 		$240K Buy
790
+30
+4% +$9.15K 0.27% 111
2022
Q4 		$215K Buy
+760
New +$202K 0.27% 105

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Redwood Wealth Management Group's SEDG Position: Q3 2024 in Review

Redwood Wealth Management Group sold out of SolarEdge (SEDG) in Q3 2024, closing a stake of 480 shares — an estimated $12.1K sold.

Redwood Wealth Management Group first reported a position in SEDG in Q4 2022 and held it in 4 quarters. The position peaked at $240K in Q1 2023. 294 funds tracked by Wall St. Rank hold SEDG as of Q3 2024.

  • Redwood Wealth Management Group reported no remaining SolarEdge position as of Q3 2024 after selling out during the quarter.
  • Redwood Wealth Management Group sold 480 SolarEdge shares in Q3 2024, an estimated $12.1K.
  • Redwood Wealth Management Group first reported a position in SolarEdge in Q4 2022 and held it in 4 quarters.
  • Redwood Wealth Management Group's SolarEdge position peaked at $240K in Q1 2023.
  • 294 funds tracked by Wall St. Rank held SolarEdge as of Q3 2024.

Based on Redwood Wealth Management Group's 13F filing for Q3 2024, filed 13 Nov 2024.