Sigma Planning Corp’s SolarEdge SEDG Stock Holding History

Sigma Planning Corp’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 Q3	–	Sell	-1,463	Closed	-$404K	–	1482
2021 Q2	$404K	Sell	1,463 -166	-10%	-$41.8K	0.01%	924
2021 Q1	$468K	Buy	+1,629	New	+$491K	0.02%	785
2020 Q4	–	Sell	-1,970	Closed	-$470K	–	1249
2020 Q3	$470K	Buy	+1,970	New	+$379K	0.02%	628
2016 Q1	–	Sell	-10,748	Closed	-$303K	–	763
2015 Q4	$303K	Buy	+10,748	New	+$231K	0.04%	453

Other funds holding SEDG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

FAM

Fred Alger Management New York $30B AUM 76.99% 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

Sigma Planning Corp's SEDG Position: Q3 2021 in Review

Sigma Planning Corp sold out of SolarEdge (SEDG) in Q3 2021, closing a stake of 1,463 shares — an estimated $404K sold.

Sigma Planning Corp first reported a position in SEDG in Q4 2015 and held it in 4 quarters. The position peaked at $470K in Q3 2020. 557 funds tracked by Wall St. Rank hold SEDG as of Q3 2021.

Sigma Planning Corp reported no remaining SolarEdge position as of Q3 2021 after selling out during the quarter.
Sigma Planning Corp sold 1,463 SolarEdge shares in Q3 2021, an estimated $404K.
Sigma Planning Corp first reported a position in SolarEdge in Q4 2015 and held it in 4 quarters.
Sigma Planning Corp's SolarEdge position peaked at $470K in Q3 2020.
557 funds tracked by Wall St. Rank held SolarEdge as of Q3 2021.

Based on Sigma Planning Corp's 13F filing for Q3 2021, filed 28 Oct 2021.