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Regent Peak Wealth Advisors’s SolarEdge SEDG Stock Holding History

Regent Peak 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
2021
Q1 		– Sell
-13
Closed -$4K – 831
2020
Q4 		$4K Buy
+13
New +$3.59K ﹤0.01% 716

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Invesco
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State Street
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

Regent Peak Wealth Advisors's SEDG Position: Q1 2021 in Review

Regent Peak Wealth Advisors sold out of SolarEdge (SEDG) in Q1 2021, closing a stake of 13 shares — an estimated $4K sold.

Regent Peak Wealth Advisors first reported a position in SEDG in Q4 2020 and held it in 1 quarter. The position peaked at $4K in Q4 2020. 557 funds tracked by Wall St. Rank hold SEDG as of Q1 2021.

  • Regent Peak Wealth Advisors reported no remaining SolarEdge position as of Q1 2021 after selling out during the quarter.
  • Regent Peak Wealth Advisors sold 13 SolarEdge shares in Q1 2021, an estimated $4K.
  • Regent Peak Wealth Advisors first reported a position in SolarEdge in Q4 2020 and held it in 1 quarter.
  • Regent Peak Wealth Advisors's SolarEdge position peaked at $4K in Q4 2020.
  • 557 funds tracked by Wall St. Rank held SolarEdge as of Q1 2021.

Based on Regent Peak Wealth Advisors's 13F filing for Q1 2021, filed 28 Apr 2021.