WR Wealth Planners’s SolarEdge SEDG Stock Holding History

WR Wealth Planners’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 Q4	–	Sell	-9	Closed	-$1.17K	–	734
2023 Q3	$1.17K	Buy	+9	New	+$1.73K	﹤0.01%	827

Other funds holding SEDG

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

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return

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

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

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

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

WR Wealth Planners's SEDG Position: Q4 2023 in Review

WR Wealth Planners sold out of SolarEdge (SEDG) in Q4 2023, closing a stake of 9 shares — an estimated $1.17K sold.

WR Wealth Planners first reported a position in SEDG in Q3 2023 and held it in 1 quarter. The position peaked at $1.17K in Q3 2023. 457 funds tracked by Wall St. Rank hold SEDG as of Q4 2023.

WR Wealth Planners reported no remaining SolarEdge position as of Q4 2023 after selling out during the quarter.
WR Wealth Planners sold 9 SolarEdge shares in Q4 2023, an estimated $1.17K.
WR Wealth Planners first reported a position in SolarEdge in Q3 2023 and held it in 1 quarter.
WR Wealth Planners's SolarEdge position peaked at $1.17K in Q3 2023.
457 funds tracked by Wall St. Rank held SolarEdge as of Q4 2023.

Based on WR Wealth Planners's 13F filing for Q4 2023, filed 30 Jul 2024.