TD Private Client Wealth’s SolarEdge SEDG Stock Holding History

TD Private Client Wealth’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
2024 Q1	–	Sell	-62	Closed	-$5.8K	–	1261
2023 Q4	$5.8K	Buy	62 +17	+38%	+$1.55K	﹤0.01%	1102
2023 Q3	$5.83K	Sell	45 -21	-32%	-$4.03K	﹤0.01%	1099
2023 Q2	$17.8K	Buy	66 +31	+89%	+$8.89K	﹤0.01%	963
2023 Q1	$10.6K	Buy	35 +22	+169%	+$6.71K	﹤0.01%	1020
2022 Q4	$3.68K	Sell	13 -36	-73%	-$9.55K	﹤0.01%	1093
2022 Q3	$11.3K	Sell	49 -9	-16%	-$2.65K	﹤0.01%	980
2022 Q2	$15.9K	Buy	58 +3	+5%	+$820	﹤0.01%	953
2022 Q1	$17.7K	Buy	+55	New	+$15.1K	﹤0.01%	967

Other funds holding SEDG

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

Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return

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

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

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 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

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

TD Private Client Wealth's SEDG Position: Q1 2024 in Review

TD Private Client Wealth sold out of SolarEdge (SEDG) in Q1 2024, closing a stake of 62 shares — an estimated $5.8K sold.

TD Private Client Wealth first reported a position in SEDG in Q1 2022 and held it in 8 quarters. The position peaked at $17.8K in Q2 2023. 372 funds tracked by Wall St. Rank hold SEDG as of Q1 2024.

TD Private Client Wealth reported no remaining SolarEdge position as of Q1 2024 after selling out during the quarter.
TD Private Client Wealth sold 62 SolarEdge shares in Q1 2024, an estimated $5.8K.
TD Private Client Wealth first reported a position in SolarEdge in Q1 2022 and held it in 8 quarters.
TD Private Client Wealth's SolarEdge position peaked at $17.8K in Q2 2023.
372 funds tracked by Wall St. Rank held SolarEdge as of Q1 2024.

Based on TD Private Client Wealth's 13F filing for Q1 2024, filed 16 Aug 2024.