Ropes Wealth Advisors’s SolarEdge SEDG Stock Holding History

Ropes 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	-180	Closed	-$57K	–	687
2020 Q4	$57K	Hold	180	–	–	0.01%	365
2020 Q3	$43K	Hold	180	–	–	0.01%	353
2020 Q2	$25K	Hold	180	–	–	0.01%	375
2020 Q1	$15K	Hold	180	–	–	﹤0.01%	386
2019 Q4	$17K	Hold	180	–	–	﹤0.01%	437
2019 Q3	$15K	Buy	+180	New	+$13.4K	﹤0.01%	454

Other funds holding SEDG

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

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

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

HIIFS

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

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

PAMU

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

Ropes Wealth Advisors's SEDG Position: Q1 2021 in Review

Ropes Wealth Advisors sold out of SolarEdge (SEDG) in Q1 2021, closing a stake of 180 shares — an estimated $57K sold.

Ropes Wealth Advisors first reported a position in SEDG in Q3 2019 and held it in 6 quarters. The position peaked at $57K in Q4 2020. 557 funds tracked by Wall St. Rank hold SEDG as of Q1 2021.

Ropes Wealth Advisors reported no remaining SolarEdge position as of Q1 2021 after selling out during the quarter.
Ropes Wealth Advisors sold 180 SolarEdge shares in Q1 2021, an estimated $57K.
Ropes Wealth Advisors first reported a position in SolarEdge in Q3 2019 and held it in 6 quarters.
Ropes Wealth Advisors's SolarEdge position peaked at $57K in Q4 2020.
557 funds tracked by Wall St. Rank held SolarEdge as of Q1 2021.

Based on Ropes Wealth Advisors's 13F filing for Q1 2021, filed 12 May 2021.