Reilly Financial Advisors’s SolarEdge SEDG Stock Holding History

Reilly Financial 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 Q4	$16K	Hold	58	–	–	﹤0.01%	609
2021 Q3	$15K	Hold	58	–	–	﹤0.01%	583
2021 Q2	$16K	Hold	58	–	–	﹤0.01%	602
2021 Q1	$17K	Hold	58	–	–	﹤0.01%	573
2020 Q4	$19K	Hold	58	–	–	﹤0.01%	504
2020 Q3	$14K	Hold	58	–	–	﹤0.01%	515
2020 Q2	$8K	Hold	58	–	–	﹤0.01%	637
2020 Q1	$5K	Hold	58	–	–	﹤0.01%	688
2019 Q4	$6K	Hold	58	–	–	﹤0.01%	720
2019 Q3	$5K	Buy	+58	New	+$4.32K	﹤0.01%	746

Other funds holding SEDG

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

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

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

PAMS

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

NIPH

NN Investment Partners Holdings The Hague, Netherlands $18.6B AUM 18.31% 1-Year Est. Return

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

Reilly Financial Advisors's SEDG Position: Q4 2021 in Review

Reilly Financial Advisors held its SolarEdge (SEDG) position steady in Q4 2021 at 58 shares worth $16K. The position accounts for ﹤0.01% of the portfolio, ranked #609.

Reilly Financial Advisors first reported a position in SEDG in Q3 2019 and has held it in 10 quarters since. The position peaked at $19K in Q4 2020. 602 funds tracked by Wall St. Rank hold SEDG as of Q4 2021.

Reilly Financial Advisors held 58 shares of SolarEdge worth $16K as of Q4 2021.
Reilly Financial Advisors left its SolarEdge share count unchanged in Q4 2021.
SolarEdge made up ﹤0.01% of Reilly Financial Advisors's portfolio in Q4 2021, its #609 holding.
Reilly Financial Advisors first reported a position in SolarEdge in Q3 2019 and has held it in 10 quarters since.
Reilly Financial Advisors's SolarEdge position peaked at $19K in Q4 2020.
602 funds tracked by Wall St. Rank held SolarEdge as of Q4 2021.

Based on Reilly Financial Advisors's 13F filing for Q4 2021, filed 25 Jan 2022.