WealthPLAN Partners’s SolarEdge SEDG Stock Holding History

WealthPLAN 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
2023 Q3	–	Sell	-33	Closed	-$8.88K	–	1007
2023 Q2	$8.88K	Hold	33	–	–	﹤0.01%	810
2023 Q1	$10K	Buy	+33	New	+$10.1K	﹤0.01%	861

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Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $44.4B AUM 36.05% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

WealthPLAN Partners's SEDG Position: Q3 2023 in Review

WealthPLAN Partners sold out of SolarEdge (SEDG) in Q3 2023, closing a stake of 33 shares — an estimated $8.88K sold.

WealthPLAN Partners first reported a position in SEDG in Q1 2023 and held it in 2 quarters. The position peaked at $10K in Q1 2023. 573 funds tracked by Wall St. Rank hold SEDG as of Q3 2023.

WealthPLAN Partners reported no remaining SolarEdge position as of Q3 2023 after selling out during the quarter.
WealthPLAN Partners sold 33 SolarEdge shares in Q3 2023, an estimated $8.88K.
WealthPLAN Partners first reported a position in SolarEdge in Q1 2023 and held it in 2 quarters.
WealthPLAN Partners's SolarEdge position peaked at $10K in Q1 2023.
573 funds tracked by Wall St. Rank held SolarEdge as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.