SteelPeak Wealth’s SolarEdge SEDG Stock Holding History

SteelPeak Wealth’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
2023 Q3	–	Sell	-975	Closed	-$262K	–	502
2023 Q2	$262K	Buy	+975	New	+$280K	0.02%	352

Other funds holding SEDG

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

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

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

Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

SteelPeak Wealth's SEDG Position: Q3 2023 in Review

SteelPeak Wealth sold out of SolarEdge (SEDG) in Q3 2023, closing a stake of 975 shares — an estimated $262K sold.

SteelPeak Wealth first reported a position in SEDG in Q2 2023 and held it in 1 quarter. The position peaked at $262K in Q2 2023. 573 funds tracked by Wall St. Rank hold SEDG as of Q3 2023.

SteelPeak Wealth reported no remaining SolarEdge position as of Q3 2023 after selling out during the quarter.
SteelPeak Wealth sold 975 SolarEdge shares in Q3 2023, an estimated $262K.
SteelPeak Wealth first reported a position in SolarEdge in Q2 2023 and held it in 1 quarter.
SteelPeak Wealth's SolarEdge position peaked at $262K in Q2 2023.
573 funds tracked by Wall St. Rank held SolarEdge as of Q3 2023.

Based on SteelPeak Wealth's 13F filing for Q3 2023, filed 3 Nov 2023.