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Vahanian & Associates Financial Planning’s SolarEdge SEDG Stock Holding History

Vahanian & Associates Financial Planning’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
Q2 		– Sell
-676
Closed -$205K – 80
2023
Q1 		$205K Buy
+676
New +$206K 0.57% 66
2022
Q1 		– Sell
-808
Closed -$227K – 127
2021
Q4 		$227K Buy
+808
New +$255K 0.18% 145

Other funds holding SEDG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vahanian & Associates Financial Planning's SEDG Position: Q2 2023 in Review

Vahanian & Associates Financial Planning sold out of SolarEdge (SEDG) in Q2 2023, closing a stake of 676 shares — an estimated $205K sold.

Vahanian & Associates Financial Planning first reported a position in SEDG in Q4 2021 and held it in 2 quarters. The position peaked at $227K in Q4 2021. 671 funds tracked by Wall St. Rank hold SEDG as of Q2 2023.

  • Vahanian & Associates Financial Planning reported no remaining SolarEdge position as of Q2 2023 after selling out during the quarter.
  • Vahanian & Associates Financial Planning sold 676 SolarEdge shares in Q2 2023, an estimated $205K.
  • Vahanian & Associates Financial Planning first reported a position in SolarEdge in Q4 2021 and held it in 2 quarters.
  • Vahanian & Associates Financial Planning's SolarEdge position peaked at $227K in Q4 2021.
  • 671 funds tracked by Wall St. Rank held SolarEdge as of Q2 2023.

Based on Vahanian & Associates Financial Planning's 13F filing for Q2 2023, filed 24 Jul 2023.