Venture Visionary Partners’s SolarEdge SEDG Stock Holding History

Venture Visionary Partners’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
2022 Q3	–	Sell	-784	Closed	-$215K	–	1347
2022 Q2	$215K	Hold	784	–	–	0.02%	431
2022 Q1	$252K	Hold	784	–	–	0.02%	440
2021 Q4	$219K	Hold	784	–	–	0.01%	475
2021 Q3	$207K	Hold	784	–	–	0.01%	481
2021 Q2	$216K	Buy	+784	New	+$197K	0.02%	460

Other funds holding SEDG

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

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

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

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

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

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 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

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Venture Visionary Partners's SEDG Position: Q3 2022 in Review

Venture Visionary Partners sold out of SolarEdge (SEDG) in Q3 2022, closing a stake of 784 shares — an estimated $215K sold.

Venture Visionary Partners first reported a position in SEDG in Q2 2021 and held it in 5 quarters. The position peaked at $252K in Q1 2022. 642 funds tracked by Wall St. Rank hold SEDG as of Q3 2022.

Venture Visionary Partners reported no remaining SolarEdge position as of Q3 2022 after selling out during the quarter.
Venture Visionary Partners sold 784 SolarEdge shares in Q3 2022, an estimated $215K.
Venture Visionary Partners first reported a position in SolarEdge in Q2 2021 and held it in 5 quarters.
Venture Visionary Partners's SolarEdge position peaked at $252K in Q1 2022.
642 funds tracked by Wall St. Rank held SolarEdge as of Q3 2022.

Based on Venture Visionary Partners's 13F filing for Q3 2022, filed 14 Nov 2022.