TCA
SEDG icon

Trifecta Capital Advisors’s SolarEdge SEDG Stock Holding History

Trifecta Capital 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
2024
Q1 		– Sell
-12
Closed -$1.12K – 438
2023
Q4 		$1.12K Buy
+12
New +$1.09K ﹤0.01% 388
2023
Q3 		– Sell
-5
Closed -$1.35K – 437
2023
Q2 		$1.35K Hold
5
– – ﹤0.01% 351
2023
Q1 		$1.52K Hold
5
– – ﹤0.01% 333
2022
Q4 		$1.42K Buy
+5
New +$1.33K ﹤0.01% 349

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

Trifecta Capital Advisors's SEDG Position: Q1 2024 in Review

Trifecta Capital Advisors sold out of SolarEdge (SEDG) in Q1 2024, closing a stake of 12 shares — an estimated $1.12K sold.

Trifecta Capital Advisors first reported a position in SEDG in Q4 2022 and held it in 4 quarters. The position peaked at $1.52K in Q1 2023. 372 funds tracked by Wall St. Rank hold SEDG as of Q1 2024.

  • Trifecta Capital Advisors reported no remaining SolarEdge position as of Q1 2024 after selling out during the quarter.
  • Trifecta Capital Advisors sold 12 SolarEdge shares in Q1 2024, an estimated $1.12K.
  • Trifecta Capital Advisors first reported a position in SolarEdge in Q4 2022 and held it in 4 quarters.
  • Trifecta Capital Advisors's SolarEdge position peaked at $1.52K in Q1 2023.
  • 372 funds tracked by Wall St. Rank held SolarEdge as of Q1 2024.

Based on Trifecta Capital Advisors's 13F filing for Q1 2024, filed 16 Apr 2024.