Total Clarity Wealth Management’s SolarEdge SEDG Stock Holding History

Total Clarity 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
2023 Q3	–	Sell	-925	Closed	-$249K	–	234
2023 Q2	$249K	Sell	925 -20	-2%	-$5.74K	0.12%	181
2023 Q1	$287K	Buy	945 +75	+9%	+$22.9K	0.16%	134
2022 Q4	$246K	Sell	870 -70	-7%	-$18.6K	0.13%	190
2022 Q3	$218K	Buy	940 +55	+6%	+$16.2K	0.14%	198
2022 Q2	$242K	Hold	885	–	–	0.13%	173
2022 Q1	$285K	Hold	885	–	–	0.16%	168
2021 Q4	$248K	Sell	885 -865	-49%	-$273K	0.11%	185
2021 Q3	$464K	Hold	1,750	–	–	0.22%	111
2021 Q2	$484K	Sell	1,750 -60	-3%	-$15.1K	0.27%	104
2021 Q1	$520K	Hold	1,810	–	–	0.3%	82
2020 Q4	$578K	Sell	1,810 -115	-6%	-$31.8K	0.4%	73
2020 Q3	$459K	Buy	1,925 +40	+2%	+$7.69K	0.4%	75
2020 Q2	$262K	Buy	+1,885	New	+$230K	0.24%	105
2020 Q1	–	Sell	-1,665	Closed	-$158K	–	517
2019 Q4	$158K	Buy	+1,665	New	+$142K	0.12%	141

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

Total Clarity Wealth Management's SEDG Position: Q3 2023 in Review

Total Clarity Wealth Management sold out of SolarEdge (SEDG) in Q3 2023, closing a stake of 925 shares — an estimated $249K sold.

Total Clarity Wealth Management first reported a position in SEDG in Q4 2019 and held it in 14 quarters. The position peaked at $578K in Q4 2020. 573 funds tracked by Wall St. Rank hold SEDG as of Q3 2023.

Total Clarity Wealth Management reported no remaining SolarEdge position as of Q3 2023 after selling out during the quarter.
Total Clarity Wealth Management sold 925 SolarEdge shares in Q3 2023, an estimated $249K.
Total Clarity Wealth Management first reported a position in SolarEdge in Q4 2019 and held it in 14 quarters.
Total Clarity Wealth Management's SolarEdge position peaked at $578K in Q4 2020.
573 funds tracked by Wall St. Rank held SolarEdge as of Q3 2023.

Based on Total Clarity Wealth Management's 13F filing for Q3 2023, filed 25 Oct 2023.