RMR Wealth Builders’s SolarEdge SEDG Stock Holding History

RMR Wealth Builders’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 Q2	–	Sell	-50	Closed	-$14K	–	605
2021 Q1	$14K	Hold	50	–	–	﹤0.01%	564
2020 Q4	$16K	Buy	+50	New	+$13.8K	0.01%	373

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

PAMU

Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

NIPH

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

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

RMR Wealth Builders's SEDG Position: Q2 2021 in Review

RMR Wealth Builders sold out of SolarEdge (SEDG) in Q2 2021, closing a stake of 50 shares — an estimated $14K sold.

RMR Wealth Builders first reported a position in SEDG in Q4 2020 and held it in 2 quarters. The position peaked at $16K in Q4 2020. 549 funds tracked by Wall St. Rank hold SEDG as of Q2 2021.

RMR Wealth Builders reported no remaining SolarEdge position as of Q2 2021 after selling out during the quarter.
RMR Wealth Builders sold 50 SolarEdge shares in Q2 2021, an estimated $14K.
RMR Wealth Builders first reported a position in SolarEdge in Q4 2020 and held it in 2 quarters.
RMR Wealth Builders's SolarEdge position peaked at $16K in Q4 2020.
549 funds tracked by Wall St. Rank held SolarEdge as of Q2 2021.

Based on RMR Wealth Builders's 13F filing for Q2 2021, filed 16 Aug 2021.