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Rise Advisors’s SolarEdge SEDG Stock Holding History

Rise 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
Q4 		– Sell
-13
Closed -$298 – 1200
2024
Q3 		$298 Hold
13
– – ﹤0.01% 1205
2024
Q2 		$328 Hold
13
– – ﹤0.01% 1204
2024
Q1 		$923 Sell
13
-18
-58% -$1.3K ﹤0.01% 1184
2023
Q4 		$2.9K Hold
31
– – ﹤0.01% 430
2023
Q3 		$4.01K Sell
31
-29
-48% -$5.56K ﹤0.01% 398
2023
Q2 		$16.1K Sell
60
-2
-3% -$574 0.01% 264
2023
Q1 		$18.8K Hold
62
– – 0.01% 260
2022
Q4 		$17.6K Hold
62
– – 0.01% 264
2022
Q3 		$14K Hold
62
– – 0.01% 292
2022
Q2 		$17K Hold
62
– – 0.02% 264
2022
Q1 		$20K Hold
62
– – 0.02% 245
2021
Q4 		$17.4K Buy
+62
New +$19.6K 0.02% 261

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

Rise Advisors's SEDG Position: Q4 2024 in Review

Rise Advisors sold out of SolarEdge (SEDG) in Q4 2024, closing a stake of 13 shares — an estimated $298 sold.

Rise Advisors first reported a position in SEDG in Q4 2021 and held it in 12 quarters. The position peaked at $20K in Q1 2022. 280 funds tracked by Wall St. Rank hold SEDG as of Q4 2024.

  • Rise Advisors reported no remaining SolarEdge position as of Q4 2024 after selling out during the quarter.
  • Rise Advisors sold 13 SolarEdge shares in Q4 2024, an estimated $298.
  • Rise Advisors first reported a position in SolarEdge in Q4 2021 and held it in 12 quarters.
  • Rise Advisors's SolarEdge position peaked at $20K in Q1 2022.
  • 280 funds tracked by Wall St. Rank held SolarEdge as of Q4 2024.

Based on Rise Advisors's 13F filing for Q4 2024, filed 7 Jan 2025.