Sutton Wealth Advisors’s SolarEdge SEDG Stock Holding History

Sutton Wealth Advisors’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	$6.99K	Buy	54 +2	+4%	+$384	﹤0.01%	532
2023 Q2	$14K	Buy	52 +4	+8%	+$1.15K	0.01%	402
2023 Q1	$14.6K	Buy	48 +36	+300%	+$11K	0.01%	352
2022 Q4	$3.4K	Sell	12 -1	-8%	-$265	﹤0.01%	1148
2022 Q3	$3.01K	Sell	13 -3	-19%	-$885	﹤0.01%	1139
2022 Q2	$4.38K	Buy	16 +4	+33%	+$1.09K	﹤0.01%	1084
2022 Q1	$3.87K	Buy	+12	New	+$3.3K	﹤0.01%	1110
2019 Q4	–	Sell	-642	Closed	-$53.7K	–	1196
2019 Q3	$53.7K	Hold	642	–	–	0.03%	282
2019 Q2	$40.1K	Hold	642	–	–	0.02%	359
2019 Q1	$24.2K	Hold	642	–	–	0.01%	518
2018 Q4	$22.5K	Buy	642 +169	+36%	+$6.47K	0.01%	490
2018 Q3	$17.8K	Hold	473	–	–	0.01%	633
2018 Q2	$22.6K	Hold	473	–	–	0.02%	551
2018 Q1	$24.9K	Hold	473	–	–	0.02%	483
2017 Q4	$17.8K	Buy	473 +116	+32%	+$3.99K	0.01%	592
2017 Q3	$10.2K	Buy	+357	New	+$9K	0.01%	762

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

Sutton Wealth Advisors's SEDG Position: Q3 2023 in Review

Sutton Wealth Advisors increased its SolarEdge (SEDG) stake by 3.8% in Q3 2023, buying an estimated $384 and bringing the position to 54 shares worth $6.99K. The position accounts for ﹤0.01% of the portfolio, ranked #532.

Sutton Wealth Advisors first reported a position in SEDG in Q3 2017 and has held it in 16 quarters since. The position peaked at $53.7K in Q3 2019. 573 funds tracked by Wall St. Rank hold SEDG as of Q3 2023.

Sutton Wealth Advisors held 54 shares of SolarEdge worth $6.99K as of Q3 2023.
Sutton Wealth Advisors bought 2 SolarEdge shares in Q3 2023, an estimated $384.
SolarEdge made up ﹤0.01% of Sutton Wealth Advisors's portfolio in Q3 2023, its #532 holding.
Sutton Wealth Advisors first reported a position in SolarEdge in Q3 2017 and has held it in 16 quarters since.
Sutton Wealth Advisors's SolarEdge position peaked at $53.7K in Q3 2019.
573 funds tracked by Wall St. Rank held SolarEdge as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.