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Stratos Wealth Partners’s SolarEdge SEDG Stock Holding History

Stratos Wealth Partners’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
Q1 		– Sell
-867
Closed -$246K – 1204
2022
Q4 		$246K Buy
867
+3
+0.3% +$796 0.01% 969
2022
Q3 		$200K Sell
864
-874
-50% -$258K 0.01% 1026
2022
Q2 		$476K Sell
1,738
-311
-15% -$85K 0.01% 747
2022
Q1 		$661K Buy
2,049
+203
+11% +$55.8K 0.01% 699
2021
Q4 		$518K Sell
1,846
-5
-0.3% -$1.58K 0.01% 793
2021
Q3 		$491K Buy
1,851
+16
+0.9% +$4.36K 0.01% 754
2021
Q2 		$507K Buy
1,835
+28
+2% +$7.05K 0.01% 765
2021
Q1 		$519K Buy
1,807
+416
+30% +$125K 0.01% 710
2020
Q4 		$444K Buy
+1,391
New +$384K 0.01% 715
2020
Q3 		– Sell
-1,513
Closed -$210K – 1056
2020
Q2 		$210K Buy
+1,513
New +$185K 0.01% 882
2020
Q1 		– Sell
-2,323
Closed -$221K – 1025
2019
Q4 		$221K Sell
2,323
-366
-14% -$31.3K 0.01% 874
2019
Q3 		$225K Buy
+2,689
New +$200K 0.01% 842
2018
Q4 		– Sell
-2,732
Closed -$103K – 2203
2018
Q3 		$103K Sell
2,732
-2,677
-49% -$129K ﹤0.01% 1117
2018
Q2 		$259K Buy
5,409
+113
+2% +$6.26K 0.01% 807
2018
Q1 		$279K Buy
+5,296
New +$232K 0.01% 755

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 $3.37T AUM 44.26% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Stratos Wealth Partners's SEDG Position: Q1 2023 in Review

Stratos Wealth Partners sold out of SolarEdge (SEDG) in Q1 2023, closing a stake of 867 shares — an estimated $246K sold.

Stratos Wealth Partners first reported a position in SEDG in Q1 2018 and held it in 15 quarters. The position peaked at $661K in Q1 2022. 686 funds tracked by Wall St. Rank hold SEDG as of Q1 2023.

  • Stratos Wealth Partners reported no remaining SolarEdge position as of Q1 2023 after selling out during the quarter.
  • Stratos Wealth Partners sold 867 SolarEdge shares in Q1 2023, an estimated $246K.
  • Stratos Wealth Partners first reported a position in SolarEdge in Q1 2018 and held it in 15 quarters.
  • Stratos Wealth Partners's SolarEdge position peaked at $661K in Q1 2022.
  • 686 funds tracked by Wall St. Rank held SolarEdge as of Q1 2023.

Based on Stratos Wealth Partners's 13F filing for Q1 2023, filed 27 Apr 2023.