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Wedbush Securities’s SolarEdge SEDG Stock Holding History

Wedbush Securities’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
-875
Closed -$235K – 1097
2023
Q2 		$235K Sell
875
-157
-15% -$45K 0.01% 862
2023
Q1 		$314K Hold
1,032
– – 0.02% 735
2022
Q4 		$292K Sell
1,032
-87
-8% -$23.1K 0.02% 756
2022
Q3 		$259K Buy
1,119
+103
+10% +$30.4K 0.01% 784
2022
Q2 		$278K Sell
1,016
-151
-13% -$41.3K 0.02% 778
2022
Q1 		$376K Sell
1,167
-141
-11% -$38.7K 0.02% 702
2021
Q4 		$367K Sell
1,308
-48
-4% -$15.2K 0.02% 772
2021
Q3 		$360K Sell
1,356
-857
-39% -$233K 0.02% 761
2021
Q2 		$612K Buy
2,213
+5
+0.2% +$1.26K 0.03% 544
2021
Q1 		$635K Buy
2,208
+1,028
+87% +$310K 0.04% 490
2020
Q4 		$377K Sell
1,180
-80
-6% -$22.1K 0.03% 562
2020
Q3 		$300K Buy
+1,260
New +$242K 0.03% 617

Other funds holding SEDG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wedbush Securities's SEDG Position: Q3 2023 in Review

Wedbush Securities sold out of SolarEdge (SEDG) in Q3 2023, closing a stake of 875 shares — an estimated $235K sold.

Wedbush Securities first reported a position in SEDG in Q3 2020 and held it in 12 quarters. The position peaked at $635K in Q1 2021. 573 funds tracked by Wall St. Rank hold SEDG as of Q3 2023.

  • Wedbush Securities reported no remaining SolarEdge position as of Q3 2023 after selling out during the quarter.
  • Wedbush Securities sold 875 SolarEdge shares in Q3 2023, an estimated $235K.
  • Wedbush Securities first reported a position in SolarEdge in Q3 2020 and held it in 12 quarters.
  • Wedbush Securities's SolarEdge position peaked at $635K in Q1 2021.
  • 573 funds tracked by Wall St. Rank held SolarEdge as of Q3 2023.

Based on Wedbush Securities's 13F filing for Q3 2023, filed 14 Nov 2023.