SWP
SEDG icon

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 $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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 $122B AUM 29.27% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return