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SeaCrest Wealth Management’s SolarEdge SEDG Stock Holding History

SeaCrest Wealth Management’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
-267
Closed -$73K – 1354
2022
Q2 		$73K Buy
+267
New +$73K 0.01% 973
2019
Q2 		– Sell
-92
Closed -$3K – 1619
2019
Q1 		$3K Hold
92
– – ﹤0.01% 1864
2018
Q4 		$3K Hold
92
– – ﹤0.01% 1843
2018
Q3 		$3K Hold
92
– – ﹤0.01% 1996
2018
Q2 		$4K Sell
92
-35
-28% -$1.94K ﹤0.01% 1888
2018
Q1 		$7K Hold
127
– – ﹤0.01% 1706
2017
Q4 		$5K Buy
+127
New +$4.37K ﹤0.01% 1818

Other funds holding SEDG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

SeaCrest Wealth Management's SEDG Position: Q3 2022 in Review

SeaCrest Wealth Management sold out of SolarEdge (SEDG) in Q3 2022, closing a stake of 267 shares — an estimated $73K sold.

SeaCrest Wealth Management first reported a position in SEDG in Q4 2017 and held it in 7 quarters. The position peaked at $73K in Q2 2022. 641 funds tracked by Wall St. Rank hold SEDG as of Q3 2022.

  • SeaCrest Wealth Management reported no remaining SolarEdge position as of Q3 2022 after selling out during the quarter.
  • SeaCrest Wealth Management sold 267 SolarEdge shares in Q3 2022, an estimated $73K.
  • SeaCrest Wealth Management first reported a position in SolarEdge in Q4 2017 and held it in 7 quarters.
  • SeaCrest Wealth Management's SolarEdge position peaked at $73K in Q2 2022.
  • 641 funds tracked by Wall St. Rank held SolarEdge as of Q3 2022.

Based on SeaCrest Wealth Management's 13F filing for Q3 2022, filed 15 Nov 2022.