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Sowell Financial Services’s SolarEdge SEDG Stock Holding History

Sowell Financial Services’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
-695
Closed -$149K – 2324
2021
Q1 		$149K Buy
695
+114
+20% +$34.4K 0.01% 1193
2020
Q4 		$185K Sell
581
-88
-13% -$24.3K 0.01% 883
2020
Q3 		$159K Sell
669
-313
-32% -$60.2K 0.01% 812
2020
Q2 		$136K Buy
982
+906
+1,192% +$111K 0.01% 866
2020
Q1 		$6K Buy
76
+8
+12% +$846 ﹤0.01% 1780
2019
Q4 		$6K Buy
68
+50
+278% +$4.28K ﹤0.01% 1856
2019
Q3 		$2K Buy
+18
New +$1.34K ﹤0.01% 2126

Other funds holding SEDG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Group
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 $20.6B AUM 59.59% 1-Year Est. Return

Sowell Financial Services's SEDG Position: Q2 2021 in Review

Sowell Financial Services sold out of SolarEdge (SEDG) in Q2 2021, closing a stake of 695 shares — an estimated $149K sold.

Sowell Financial Services first reported a position in SEDG in Q3 2019 and held it in 7 quarters. The position peaked at $185K in Q4 2020. 551 funds tracked by Wall St. Rank hold SEDG as of Q2 2021.

  • Sowell Financial Services reported no remaining SolarEdge position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 695 SolarEdge shares in Q2 2021, an estimated $149K.
  • Sowell Financial Services first reported a position in SolarEdge in Q3 2019 and held it in 7 quarters.
  • Sowell Financial Services's SolarEdge position peaked at $185K in Q4 2020.
  • 551 funds tracked by Wall St. Rank held SolarEdge as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.