AIP
SUNL

Ameritas Investment Partners’s Sunlight Financial Holdings, Inc. SUNL Stock Holding History

Ameritas Investment Partners’s Portfolio SUNL Stock Details SUNL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-91
Closed -$569 – 3277
2023
Q1 		$569 Hold
91
– – ﹤0.01% 2991
2022
Q4 		$2.33K Hold
91
– – ﹤0.01% 2997
2022
Q3 		$2K Hold
91
– – ﹤0.01% 3018
2022
Q2 		$5K Buy
+91
New +$7.58K ﹤0.01% 2964

Other funds holding SUNL

FMC
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AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
AMH
Apollo Management Holdings New York $7.6B AUM 23.97% 1-Year Est. Return
EC
ECP ControlCo Summit, New Jersey $6.34B AUM 19.72% 1-Year Est. Return
AM
Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DRP
Decade Renewable Partners Houston, Texas $126M AUM 11.5% 1-Year Est. Return
BHMP
Bardin Hill Management Partners New York $80.3M AUM 31.37% 1-Year Est. Return
Verition Fund Management
Verition Fund Management Greenwich, Connecticut $15.4B AUM 30.69% 1-Year Est. Return
MP
MSD Partners New York $82.3M AUM 15.13% 1-Year Est. Return

Ameritas Investment Partners's SUNL Position: Q2 2023 in Review

Ameritas Investment Partners sold out of Sunlight Financial Holdings, Inc. (SUNL) in Q2 2023, closing a stake of 91 shares — an estimated $569 sold.

Ameritas Investment Partners first reported a position in SUNL in Q2 2022 and held it in 4 quarters. The position peaked at $5K in Q2 2022. 48 funds tracked by Wall St. Rank hold SUNL as of Q2 2023.

  • Ameritas Investment Partners reported no remaining Sunlight Financial Holdings, Inc. position as of Q2 2023 after selling out during the quarter.
  • Ameritas Investment Partners sold 91 Sunlight Financial Holdings, Inc. shares in Q2 2023, an estimated $569.
  • Ameritas Investment Partners first reported a position in Sunlight Financial Holdings, Inc. in Q2 2022 and held it in 4 quarters.
  • Ameritas Investment Partners's Sunlight Financial Holdings, Inc. position peaked at $5K in Q2 2022.
  • 48 funds tracked by Wall St. Rank held Sunlight Financial Holdings, Inc. as of Q2 2023.

Based on Ameritas Investment Partners's 13F filing for Q2 2023, filed 11 Aug 2023.