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Symphony Financial’s SolarEdge SEDG Stock Holding History

Symphony Financial’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
Q2 		– Sell
-1,082
Closed -$320K – 209
2023
Q1 		$320K Buy
+1,082
New +$330K 0.08% 171
2020
Q3 		– Sell
-5,197
Closed -$721K – 157
2020
Q2 		$721K Buy
5,197
+1,748
+51% +$214K 0.35% 49
2020
Q1 		$282K Buy
+3,449
New +$365K 0.19% 73

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Symphony Financial's SEDG Position: Q2 2023 in Review

Symphony Financial sold out of SolarEdge (SEDG) in Q2 2023, closing a stake of 1,082 shares — an estimated $320K sold.

Symphony Financial first reported a position in SEDG in Q1 2020 and held it in 3 quarters. The position peaked at $721K in Q2 2020. 671 funds tracked by Wall St. Rank hold SEDG as of Q2 2023.

  • Symphony Financial reported no remaining SolarEdge position as of Q2 2023 after selling out during the quarter.
  • Symphony Financial sold 1,082 SolarEdge shares in Q2 2023, an estimated $320K.
  • Symphony Financial first reported a position in SolarEdge in Q1 2020 and held it in 3 quarters.
  • Symphony Financial's SolarEdge position peaked at $721K in Q2 2020.
  • 671 funds tracked by Wall St. Rank held SolarEdge as of Q2 2023.

Based on Symphony Financial's 13F filing for Q2 2023, filed 12 Jul 2023.