RAFFA WEALTH MANAGEMENT, LLC’s SolarEdge SEDG Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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 Q3	–	Sell	-2	Closed	-$553	–	1132
2021 Q2	$553	Sell	2 -13	-87%	-$3.27K	﹤0.01%	1028
2021 Q1	$4.1K	Buy	15 +2	+15%	+$603	﹤0.01%	449
2020 Q4	$4.15K	Sell	13 -4	-24%	-$1.1K	﹤0.01%	397
2020 Q3	$4.05K	Buy	17 +8	+89%	+$1.54K	﹤0.01%	364
2020 Q2	$1.25K	Buy	+9	New	+$1.1K	﹤0.01%	597

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

FAM

Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

NIPH

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

RAFFA WEALTH MANAGEMENT, LLC's SEDG Position: Q3 2021 in Review

RAFFA WEALTH MANAGEMENT, LLC sold out of SolarEdge (SEDG) in Q3 2021, closing a stake of 2 shares — an estimated $553 sold.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in SEDG in Q2 2020 and held it in 5 quarters. The position peaked at $4.15K in Q4 2020. 557 funds tracked by Wall St. Rank hold SEDG as of Q3 2021.

RAFFA WEALTH MANAGEMENT, LLC reported no remaining SolarEdge position as of Q3 2021 after selling out during the quarter.
RAFFA WEALTH MANAGEMENT, LLC sold 2 SolarEdge shares in Q3 2021, an estimated $553.
RAFFA WEALTH MANAGEMENT, LLC first reported a position in SolarEdge in Q2 2020 and held it in 5 quarters.
RAFFA WEALTH MANAGEMENT, LLC's SolarEdge position peaked at $4.15K in Q4 2020.
557 funds tracked by Wall St. Rank held SolarEdge as of Q3 2021.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q3 2021, filed 27 Jul 2026.