RegentAtlantic Capital’s SolarEdge SEDG Stock Holding History

RegentAtlantic Capital’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 Q3	–	Sell	-1,092	Closed	-$299K	–	694
2022 Q2	$299K	Sell	1,092 -48	-4%	-$13.1K	0.01%	547
2022 Q1	$368K	Buy	+1,140	New	+$313K	0.01%	531
2020 Q4	–	Sell	-1,067	Closed	-$254K	–	519
2020 Q3	$254K	Buy	+1,067	New	+$205K	0.01%	429

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

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

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

PAMS

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

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

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

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

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

RegentAtlantic Capital's SEDG Position: Q3 2022 in Review

RegentAtlantic Capital sold out of SolarEdge (SEDG) in Q3 2022, closing a stake of 1,092 shares — an estimated $299K sold.

RegentAtlantic Capital first reported a position in SEDG in Q3 2020 and held it in 3 quarters. The position peaked at $368K in Q1 2022. 642 funds tracked by Wall St. Rank hold SEDG as of Q3 2022.

RegentAtlantic Capital reported no remaining SolarEdge position as of Q3 2022 after selling out during the quarter.
RegentAtlantic Capital sold 1,092 SolarEdge shares in Q3 2022, an estimated $299K.
RegentAtlantic Capital first reported a position in SolarEdge in Q3 2020 and held it in 3 quarters.
RegentAtlantic Capital's SolarEdge position peaked at $368K in Q1 2022.
642 funds tracked by Wall St. Rank held SolarEdge as of Q3 2022.

Based on RegentAtlantic Capital's 13F filing for Q3 2022, filed 14 Nov 2022.