West Paces Advisors’s SolarEdge SEDG Stock Holding History

West Paces Advisors’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
2024 Q1	–	Sell	-3	Closed	-$281	–	660
2023 Q4	$281	Buy	+3	New	+$273	﹤0.01%	594
2023 Q1	–	Sell	-10	Closed	-$2.83K	–	581
2022 Q4	$2.83K	Hold	10	–	–	﹤0.01%	425
2022 Q3	$2.31K	Sell	10 -2	-17%	-$590	﹤0.01%	427
2022 Q2	$3.28K	Hold	12	–	–	﹤0.01%	445
2022 Q1	$3.87K	Buy	12 +2	+20%	+$549	﹤0.01%	432
2021 Q4	$2.81K	Sell	10 -174	-95%	-$54.9K	﹤0.01%	490
2021 Q3	$48.8K	Hold	184	–	–	0.02%	212
2021 Q2	$50.9K	Buy	184 +9	+5%	+$2.27K	0.02%	199
2021 Q1	$50.3K	Hold	175	–	–	0.02%	190
2020 Q4	$55.8K	Hold	175	–	–	0.02%	175
2020 Q3	$41.7K	Sell	175 -311	-64%	-$59.8K	0.02%	186
2020 Q2	$67.4K	Hold	486	–	–	0.04%	158
2020 Q1	$39.8K	Buy	486 +36	+8%	+$3.81K	0.03%	185
2019 Q4	$42.8K	Hold	450	–	–	0.02%	206
2019 Q3	$37.7K	Buy	+450	New	+$33.5K	0.02%	202

Other funds holding SEDG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

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

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

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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

West Paces Advisors's SEDG Position: Q1 2024 in Review

West Paces Advisors sold out of SolarEdge (SEDG) in Q1 2024, closing a stake of 3 shares — an estimated $281 sold.

West Paces Advisors first reported a position in SEDG in Q3 2019 and held it in 15 quarters. The position peaked at $67.4K in Q2 2020. 373 funds tracked by Wall St. Rank hold SEDG as of Q1 2024.

West Paces Advisors reported no remaining SolarEdge position as of Q1 2024 after selling out during the quarter.
West Paces Advisors sold 3 SolarEdge shares in Q1 2024, an estimated $281.
West Paces Advisors first reported a position in SolarEdge in Q3 2019 and held it in 15 quarters.
West Paces Advisors's SolarEdge position peaked at $67.4K in Q2 2020.
373 funds tracked by Wall St. Rank held SolarEdge as of Q1 2024.

Based on West Paces Advisors's 13F filing for Q1 2024, filed 15 Apr 2024.