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TriaGen Wealth Management’s SolarEdge SEDG Stock Holding History

TriaGen 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
2021
Q1 		– Sell
-634
Closed -$202K – 182
2020
Q4 		$202K Buy
+634
New +$175K 0.12% 166

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Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

TriaGen Wealth Management's SEDG Position: Q1 2021 in Review

TriaGen Wealth Management sold out of SolarEdge (SEDG) in Q1 2021, closing a stake of 634 shares — an estimated $202K sold.

TriaGen Wealth Management first reported a position in SEDG in Q4 2020 and held it in 1 quarter. The position peaked at $202K in Q4 2020. 557 funds tracked by Wall St. Rank hold SEDG as of Q1 2021.

  • TriaGen Wealth Management reported no remaining SolarEdge position as of Q1 2021 after selling out during the quarter.
  • TriaGen Wealth Management sold 634 SolarEdge shares in Q1 2021, an estimated $202K.
  • TriaGen Wealth Management first reported a position in SolarEdge in Q4 2020 and held it in 1 quarter.
  • TriaGen Wealth Management's SolarEdge position peaked at $202K in Q4 2020.
  • 557 funds tracked by Wall St. Rank held SolarEdge as of Q1 2021.

Based on TriaGen Wealth Management's 13F filing for Q1 2021, filed 26 Apr 2021.