Wealth Alliance’s SolarEdge SEDG Stock Holding History

Wealth Alliance’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	-908	Closed	-$276K	–	530
2023 Q1	$276K	Buy	908 +191	+27%	+$58.2K	0.04%	391
2022 Q4	$203K	Buy	+717	New	+$190K	0.04%	463
2022 Q3	–	Sell	-821	Closed	-$224K	–	476
2022 Q2	$224K	Buy	+821	New	+$225K	0.04%	398
2021 Q2	–	Sell	-932	Closed	-$268K	–	427
2021 Q1	$268K	Sell	932 -120	-11%	-$36.2K	0.08%	321
2020 Q4	$336K	Sell	1,052 -226	-18%	-$62.5K	0.1%	256
2020 Q3	$305K	Buy	+1,278	New	+$246K	0.11%	232

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

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

D.E. Shaw & Co New York $166B AUM 43.98% 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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Wealth Alliance's SEDG Position: Q2 2023 in Review

Wealth Alliance sold out of SolarEdge (SEDG) in Q2 2023, closing a stake of 908 shares — an estimated $276K sold.

Wealth Alliance first reported a position in SEDG in Q3 2020 and held it in 6 quarters. The position peaked at $336K in Q4 2020. 671 funds tracked by Wall St. Rank hold SEDG as of Q2 2023.

Wealth Alliance reported no remaining SolarEdge position as of Q2 2023 after selling out during the quarter.
Wealth Alliance sold 908 SolarEdge shares in Q2 2023, an estimated $276K.
Wealth Alliance first reported a position in SolarEdge in Q3 2020 and held it in 6 quarters.
Wealth Alliance's SolarEdge position peaked at $336K in Q4 2020.
671 funds tracked by Wall St. Rank held SolarEdge as of Q2 2023.

Based on Wealth Alliance's 13F filing for Q2 2023, filed 2 Aug 2023.