Bank of America
ISUN

Bank of America’s iSun, Inc. Common Stock ISUN Stock Holding History

Bank of America’s Portfolio ISUN Stock Details ISUN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-575
Closed -$144 – 8533
2024
Q1 		$144 Sell
575
-320
-36% -$68 ﹤0.01% 7371
2023
Q4 		$280 Buy
895
+894
+89,400% +$186 ﹤0.01% 7333
2023
Q3 		$0 Hold
1
– – ﹤0.01% 8020
2023
Q2 		$0 Hold
1
– – ﹤0.01% 8037
2023
Q1 		$1 Sell
1
-11
-92% -$16 ﹤0.01% 7737
2022
Q4 		$16 Buy
12
+11
+1,100% +$20 ﹤0.01% 8029
2022
Q3 		$0 Hold
1
– – ﹤0.01% 8313
2022
Q2 		$0 Hold
1
– – ﹤0.01% 8534
2022
Q1 		$0 Hold
1
– – ﹤0.01% 8916
2021
Q4 		$0 Sell
1
-7,189
-100% -$54.5K ﹤0.01% 8783
2021
Q3 		$59K Buy
+7,190
New +$64.5K ﹤0.01% 6977
2020
Q2 		– Sell
-490
Closed -$1K – 7196
2020
Q1 		$1K Buy
+490
New +$1.69K ﹤0.01% 6751

Other funds holding ISUN

EFM
Eley Financial Management South Burlington, Vermont $277M AUM 20.41% 1-Year Est. Return
TCOV
Trust Company of Vermont Brattleboro, Vermont $2.68B AUM
TF
Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Bank of America's ISUN Position: Q2 2024 in Review

Bank of America sold out of iSun, Inc. Common Stock (ISUN) in Q2 2024, closing a stake of 575 shares — an estimated $144 sold.

Bank of America first reported a position in ISUN in Q1 2020 and held it in 12 quarters. The position peaked at $59K in Q3 2021. 4 funds tracked by Wall St. Rank hold ISUN as of Q2 2024.

  • Bank of America reported no remaining iSun, Inc. Common Stock position as of Q2 2024 after selling out during the quarter.
  • Bank of America sold 575 iSun, Inc. Common Stock shares in Q2 2024, an estimated $144.
  • Bank of America first reported a position in iSun, Inc. Common Stock in Q1 2020 and held it in 12 quarters.
  • Bank of America's iSun, Inc. Common Stock position peaked at $59K in Q3 2021.
  • 4 funds tracked by Wall St. Rank held iSun, Inc. Common Stock as of Q2 2024.

Based on Bank of America's 13F filing for Q2 2024, filed 14 Aug 2024.