TCI Wealth Advisors’s SolarEdge SEDG Stock Holding History

TCI 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 Q2	–	Sell	-50	Closed	-$15.2K	–	1882
2023 Q1	$15.2K	Sell	50 -12	-19%	-$3.66K	﹤0.01%	845
2022 Q4	$17.6K	Hold	62	–	–	﹤0.01%	755
2022 Q3	$14K	Buy	62 +1	+2%	+$295	﹤0.01%	845
2022 Q2	$17K	Hold	61	–	–	﹤0.01%	716
2022 Q1	$20K	Hold	61	–	–	﹤0.01%	703
2021 Q4	$17K	Hold	61	–	–	﹤0.01%	795
2021 Q3	$16K	Sell	61 -15	-20%	-$4.08K	﹤0.01%	796
2021 Q2	$21K	Sell	76 -41	-35%	-$10.3K	﹤0.01%	608
2021 Q1	$34K	Buy	117 +53	+83%	+$16K	0.01%	449
2020 Q4	$20K	Hold	64	–	–	0.01%	499
2020 Q3	$15K	Hold	64	–	–	0.01%	501
2020 Q2	$9K	Hold	64	–	–	﹤0.01%	606
2020 Q1	$5K	Hold	64	–	–	﹤0.01%	730
2019 Q4	$6K	Sell	64 -7	-10%	-$599	﹤0.01%	821
2019 Q3	$6K	Buy	71 +7	+11%	+$522	﹤0.01%	771
2019 Q2	$4K	Hold	64	–	–	﹤0.01%	836
2019 Q1	$2K	Hold	64	–	–	﹤0.01%	1074
2018 Q4	$2K	Hold	64	–	–	﹤0.01%	1052
2018 Q3	$2K	Sell	64 -6	-9%	-$289	﹤0.01%	1077
2018 Q2	$3K	Buy	70 +6	+9%	+$332	﹤0.01%	967
2018 Q1	$3K	Buy	64 +9	+16%	+$395	﹤0.01%	877
2017 Q4	$2K	Buy	+55	New	+$1.89K	﹤0.01%	1055

Other funds holding SEDG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

TCI Wealth Advisors's SEDG Position: Q2 2023 in Review

TCI Wealth Advisors sold out of SolarEdge (SEDG) in Q2 2023, closing a stake of 50 shares — an estimated $15.2K sold.

TCI Wealth Advisors first reported a position in SEDG in Q4 2017 and held it in 22 quarters. The position peaked at $34K in Q1 2021. 671 funds tracked by Wall St. Rank hold SEDG as of Q2 2023.

TCI Wealth Advisors reported no remaining SolarEdge position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 50 SolarEdge shares in Q2 2023, an estimated $15.2K.
TCI Wealth Advisors first reported a position in SolarEdge in Q4 2017 and held it in 22 quarters.
TCI Wealth Advisors's SolarEdge position peaked at $34K in Q1 2021.
671 funds tracked by Wall St. Rank held SolarEdge as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.