American Portfolios Advisors’s Sunworks, Inc. SUNW Stock Holding History

American Portfolios 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
2020 Q1	–	Sell	-321	Closed	-$401	–	2939
2019 Q4	$401	Hold	321	–	–	﹤0.01%	2758
2019 Q3	$761	Buy	+321	New	+$1.04K	﹤0.01%	2677

Other funds holding SUNW

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

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

American Portfolios Advisors's SUNW Position: Q1 2020 in Review

American Portfolios Advisors sold out of Sunworks, Inc. (SUNW) in Q1 2020, closing a stake of 321 shares — an estimated $401 sold.

American Portfolios Advisors first reported a position in SUNW in Q3 2019 and held it in 2 quarters. The position peaked at $761 in Q3 2019. 9 funds tracked by Wall St. Rank hold SUNW as of Q1 2020.

American Portfolios Advisors reported no remaining Sunworks, Inc. position as of Q1 2020 after selling out during the quarter.
American Portfolios Advisors sold 321 Sunworks, Inc. shares in Q1 2020, an estimated $401.
American Portfolios Advisors first reported a position in Sunworks, Inc. in Q3 2019 and held it in 2 quarters.
American Portfolios Advisors's Sunworks, Inc. position peaked at $761 in Q3 2019.
9 funds tracked by Wall St. Rank held Sunworks, Inc. as of Q1 2020.

Based on American Portfolios Advisors's 13F filing for Q1 2020, filed 24 Mar 2023.