V Wealth Advisors’s SolarEdge SEDG Stock Holding History

V Wealth 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
2023 Q3	–	Sell	-2,202	Closed	-$592K	–	310
2023 Q2	$592K	Sell	2,202 -51	-2%	-$14.6K	0.1%	180
2023 Q1	$685K	Hold	2,253	–	–	0.13%	161
2022 Q4	$638K	Buy	2,253 +1,051	+87%	+$279K	0.13%	162
2022 Q3	$279K	Sell	1,202 -200	-14%	-$59K	0.06%	298
2022 Q2	$384K	Hold	1,402	–	–	0.07%	264
2022 Q1	$452K	Hold	1,402	–	–	0.07%	263
2021 Q4	$393K	Hold	1,402	–	–	0.06%	310
2021 Q3	$372K	Hold	1,402	–	–	0.06%	322
2021 Q2	$387K	Sell	1,402 -258	-16%	-$65K	0.06%	322
2021 Q1	$477K	Buy	1,660 +200	+14%	+$60.3K	0.09%	254
2020 Q4	$466K	Buy	1,460 +80	+6%	+$22.1K	0.1%	221
2020 Q3	$329K	Sell	1,380 -330	-19%	-$63.4K	0.23%	116
2020 Q2	$237K	Buy	+1,710	New	+$209K	0.06%	309

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

V Wealth Advisors's SEDG Position: Q3 2023 in Review

V Wealth Advisors sold out of SolarEdge (SEDG) in Q3 2023, closing a stake of 2,202 shares — an estimated $592K sold.

V Wealth Advisors first reported a position in SEDG in Q2 2020 and held it in 13 quarters. The position peaked at $685K in Q1 2023. 573 funds tracked by Wall St. Rank hold SEDG as of Q3 2023.

V Wealth Advisors reported no remaining SolarEdge position as of Q3 2023 after selling out during the quarter.
V Wealth Advisors sold 2,202 SolarEdge shares in Q3 2023, an estimated $592K.
V Wealth Advisors first reported a position in SolarEdge in Q2 2020 and held it in 13 quarters.
V Wealth Advisors's SolarEdge position peaked at $685K in Q1 2023.
573 funds tracked by Wall St. Rank held SolarEdge as of Q3 2023.

Based on V Wealth Advisors's 13F filing for Q3 2023, filed 15 Nov 2023.