Western Wealth Management’s SolarEdge SEDG Stock Holding History

Western Wealth Management’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
2022 Q4	–	Sell	-1,261	Closed	-$291K	–	770
2022 Q3	$291K	Buy	1,261 +236	+23%	+$69.6K	0.02%	640
2022 Q2	$283K	Buy	1,025 +24	+2%	+$6.56K	0.02%	635
2022 Q1	$323K	Buy	+1,001	New	+$275K	0.02%	654
2021 Q2	–	Sell	-1,086	Closed	-$312K	–	633
2021 Q1	$312K	Buy	1,086 +180	+20%	+$54.3K	0.04%	395
2020 Q4	$289K	Buy	+906	New	+$250K	0.04%	364

Other funds holding SEDG

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Western Wealth Management's SEDG Position: Q4 2022 in Review

Western Wealth Management sold out of SolarEdge (SEDG) in Q4 2022, closing a stake of 1,261 shares — an estimated $291K sold.

Western Wealth Management first reported a position in SEDG in Q4 2020 and held it in 5 quarters. The position peaked at $323K in Q1 2022. 676 funds tracked by Wall St. Rank hold SEDG as of Q4 2022.

Western Wealth Management reported no remaining SolarEdge position as of Q4 2022 after selling out during the quarter.
Western Wealth Management sold 1,261 SolarEdge shares in Q4 2022, an estimated $291K.
Western Wealth Management first reported a position in SolarEdge in Q4 2020 and held it in 5 quarters.
Western Wealth Management's SolarEdge position peaked at $323K in Q1 2022.
676 funds tracked by Wall St. Rank held SolarEdge as of Q4 2022.

Based on Western Wealth Management's 13F filing for Q4 2022, filed 3 Feb 2023.