Wipfli Financial Advisors’s SolarEdge SEDG Stock Holding History

Wipfli Financial 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
2022 Q3	$31K	Buy	+133	New	+$39.2K	﹤0.01%	1360

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

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

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

PAMS

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

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

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

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

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Wipfli Financial Advisors's SEDG Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in SolarEdge (SEDG) in Q3 2022: 133 shares worth $31K. The stake represents ﹤0.01% of the portfolio and ranks #1360 among its holdings.

642 funds tracked by Wall St. Rank hold SEDG as of Q3 2022.

Wipfli Financial Advisors held 133 shares of SolarEdge worth $31K as of Q3 2022.
SolarEdge was a new Wipfli Financial Advisors position in Q3 2022.
SolarEdge made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #1360 holding.
642 funds tracked by Wall St. Rank held SolarEdge as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.