Wealthspire Advisors (Maryland)’s SolarEdge SEDG Stock Holding History

Wealthspire Advisors (Maryland)’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
2019 Q2	–	Sell	-105	Closed	-$4K	–	1724
2019 Q1	$4K	Hold	105	–	–	﹤0.01%	1927
2018 Q4	$4K	Buy	105 +14	+15%	+$536	﹤0.01%	1858
2018 Q3	$3K	Buy	91 +18	+25%	+$867	﹤0.01%	2063
2018 Q2	$3K	Buy	73 +17	+30%	+$941	﹤0.01%	2041
2018 Q1	$3K	Hold	56	–	–	﹤0.01%	2057
2017 Q4	$2K	Buy	56 +48	+600%	+$1.65K	﹤0.01%	2163
2017 Q3	$0	Sell	8 -992	-99%	-$25K	﹤0.01%	2429
2017 Q2	$20K	Hold	1,000	–	–	﹤0.01%	1273
2017 Q1	$16K	Sell	1,000 -685	-41%	-$9.54K	﹤0.01%	1164
2016 Q4	$21K	Hold	1,685	–	–	﹤0.01%	1011
2016 Q3	$29K	Hold	1,685	–	–	﹤0.01%	952
2016 Q2	$33K	Buy	1,685 +1,000	+146%	+$22.5K	0.01%	831
2016 Q1	$17K	Hold	685	–	–	﹤0.01%	1022
2015 Q4	$19K	Buy	+685	New	+$14.7K	﹤0.01%	991

Other funds holding SEDG

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

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

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

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

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

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

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

Ion Asset Management Herzliya, Israel $911M AUM 24.97% 1-Year Est. Return

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

Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return