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Transatlantique Private Wealth’s SolarEdge SEDG Stock Holding History

Transatlantique Private 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
-2,616
Closed -$245K – 218
2023
Q4 		$245K Buy
2,616
+345
+15% +$31.4K 0.11% 195
2023
Q3 		$294K Buy
2,271
+878
+63% +$168K 0.16% 174
2023
Q2 		$375K Buy
1,393
+38
+3% +$10.9K 0.2% 159
2023
Q1 		$412K Buy
1,355
+237
+21% +$72.3K 0.23% 146
2022
Q4 		$316K Buy
1,118
+20
+2% +$5.31K 0.19% 153
2022
Q3 		$253K Buy
1,098
+18
+2% +$5.31K 0.17% 179
2022
Q2 		$296K Buy
+1,080
New +$295K 0.21% 165

Other funds holding SEDG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Transatlantique Private Wealth's SEDG Position: Q1 2024 in Review

Transatlantique Private Wealth sold out of SolarEdge (SEDG) in Q1 2024, closing a stake of 2,616 shares — an estimated $245K sold.

Transatlantique Private Wealth first reported a position in SEDG in Q2 2022 and held it in 7 quarters. The position peaked at $412K in Q1 2023. 372 funds tracked by Wall St. Rank hold SEDG as of Q1 2024.

  • Transatlantique Private Wealth reported no remaining SolarEdge position as of Q1 2024 after selling out during the quarter.
  • Transatlantique Private Wealth sold 2,616 SolarEdge shares in Q1 2024, an estimated $245K.
  • Transatlantique Private Wealth first reported a position in SolarEdge in Q2 2022 and held it in 7 quarters.
  • Transatlantique Private Wealth's SolarEdge position peaked at $412K in Q1 2023.
  • 372 funds tracked by Wall St. Rank held SolarEdge as of Q1 2024.

Based on Transatlantique Private Wealth's 13F filing for Q1 2024, filed 13 May 2024.