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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

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Wealthspire Advisors (Maryland)'s SEDG Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of SolarEdge (SEDG) in Q2 2019, closing a stake of 105 shares — an estimated $4K sold.

Wealthspire Advisors (Maryland) first reported a position in SEDG in Q4 2015 and held it in 14 quarters. The position peaked at $33K in Q2 2016. 248 funds tracked by Wall St. Rank hold SEDG as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining SolarEdge position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 105 SolarEdge shares in Q2 2019, an estimated $4K.
  • Wealthspire Advisors (Maryland) first reported a position in SolarEdge in Q4 2015 and held it in 14 quarters.
  • Wealthspire Advisors (Maryland)'s SolarEdge position peaked at $33K in Q2 2016.
  • 248 funds tracked by Wall St. Rank held SolarEdge as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.