Valeo Financial Advisors’s SolarEdge SEDG Stock Holding History

Valeo Financial 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
2021 Q2	–	Sell	-106	Closed	-$30K	–	1585
2021 Q1	$30K	Hold	106	–	–	﹤0.01%	1037
2020 Q4	$34K	Buy	106 +98	+1,225%	+$27.1K	﹤0.01%	903
2020 Q3	$2K	Buy	8 +2	+33%	+$384	﹤0.01%	1429
2020 Q2	$1K	Buy	+6	New	+$734	﹤0.01%	1949
2019 Q4	–	Sell	-55	Closed	-$5K	–	1703
2019 Q3	$5K	Buy	+55	New	+$4.1K	﹤0.01%	1205

Other funds holding SEDG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

PAMU

Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

NIPH

NN Investment Partners Holdings The Hague, Netherlands $18.6B AUM 18.31% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

Valeo Financial Advisors's SEDG Position: Q2 2021 in Review

Valeo Financial Advisors sold out of SolarEdge (SEDG) in Q2 2021, closing a stake of 106 shares — an estimated $30K sold.

Valeo Financial Advisors first reported a position in SEDG in Q3 2019 and held it in 5 quarters. The position peaked at $34K in Q4 2020. 549 funds tracked by Wall St. Rank hold SEDG as of Q2 2021.

Valeo Financial Advisors reported no remaining SolarEdge position as of Q2 2021 after selling out during the quarter.
Valeo Financial Advisors sold 106 SolarEdge shares in Q2 2021, an estimated $30K.
Valeo Financial Advisors first reported a position in SolarEdge in Q3 2019 and held it in 5 quarters.
Valeo Financial Advisors's SolarEdge position peaked at $34K in Q4 2020.
549 funds tracked by Wall St. Rank held SolarEdge as of Q2 2021.

Based on Valeo Financial Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.