ALPS Advisors’s Sunworks, Inc. SUNW Stock Holding History

ALPS Advisors’s Portfolio SUNW Stock Details SUNW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	–	Sell	-221,282	Closed	-$2.33M	–	1045
2021 Q2	$2.33M	Sell	221,282 -11,263	-5%	-$116K	0.02%	282
2021 Q1	$3.41M	Buy	+232,545	New	+$3.43M	0.03%	199

Other funds holding SUNW

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

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

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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

ALPS Advisors's SUNW Position: Q3 2021 in Review

ALPS Advisors sold out of Sunworks, Inc. (SUNW) in Q3 2021, closing a stake of 221,282 shares — an estimated $2.33M sold.

ALPS Advisors first reported a position in SUNW in Q1 2021 and held it in 2 quarters. The position peaked at $3.41M in Q1 2021. 46 funds tracked by Wall St. Rank hold SUNW as of Q3 2021.

ALPS Advisors reported no remaining Sunworks, Inc. position as of Q3 2021 after selling out during the quarter.
ALPS Advisors sold 221,282 Sunworks, Inc. shares in Q3 2021, an estimated $2.33M.
ALPS Advisors first reported a position in Sunworks, Inc. in Q1 2021 and held it in 2 quarters.
ALPS Advisors's Sunworks, Inc. position peaked at $3.41M in Q1 2021.
46 funds tracked by Wall St. Rank held Sunworks, Inc. as of Q3 2021.

Based on ALPS Advisors's 13F filing for Q3 2021, filed 15 Nov 2021.