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Taylor & Morgan Wealth Management’s SolarEdge SEDG Stock Holding History

Taylor & Morgan Wealth Management’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
2022
Q3 		– Sell
-2,883
Closed -$789K – 67
2022
Q2 		$789K Buy
2,883
+17
+0.6% +$4.65K 0.75% 29
2022
Q1 		$924K Buy
+2,866
New +$787K 0.76% 33

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
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 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
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Taylor & Morgan Wealth Management's SEDG Position: Q3 2022 in Review

Taylor & Morgan Wealth Management sold out of SolarEdge (SEDG) in Q3 2022, closing a stake of 2,883 shares — an estimated $789K sold.

Taylor & Morgan Wealth Management first reported a position in SEDG in Q1 2022 and held it in 2 quarters. The position peaked at $924K in Q1 2022. 642 funds tracked by Wall St. Rank hold SEDG as of Q3 2022.

  • Taylor & Morgan Wealth Management reported no remaining SolarEdge position as of Q3 2022 after selling out during the quarter.
  • Taylor & Morgan Wealth Management sold 2,883 SolarEdge shares in Q3 2022, an estimated $789K.
  • Taylor & Morgan Wealth Management first reported a position in SolarEdge in Q1 2022 and held it in 2 quarters.
  • Taylor & Morgan Wealth Management's SolarEdge position peaked at $924K in Q1 2022.
  • 642 funds tracked by Wall St. Rank held SolarEdge as of Q3 2022.

Based on Taylor & Morgan Wealth Management's 13F filing for Q3 2022, filed 12 Oct 2022.