Bank of America
SUNL

Bank of America’s Sunlight Financial Holdings, Inc. SUNL Stock Holding History

Bank of America’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
Q3 		– Sell
-4,800
Closed -$27.8K – 8100
2023
Q2 		$27.8K Buy
4,800
+3,360
+233% +$25.5K ﹤0.01% 6628
2023
Q1 		$8.99K Sell
1,440
-48
-3% -$1.06K ﹤0.01% 6946
2022
Q4 		$38.4K Sell
1,488
-20,489
-93% -$567K ﹤0.01% 6565
2022
Q3 		$545K Buy
21,977
+16,335
+290% +$1.05M ﹤0.01% 5329
2022
Q2 		$333K Sell
5,642
-5,393
-49% -$450K ﹤0.01% 5728
2022
Q1 		$1.11M Buy
11,035
+11,023
+91,858% +$854K ﹤0.01% 5131
2021
Q4 		$1K Sell
12
-11
-48% -$1.06K ﹤0.01% 8121
2021
Q3 		$2K Buy
+23
New +$3.25K ﹤0.01% 7931

Other funds holding SUNL

EC
ECP ControlCo Summit, New Jersey $6.34B AUM 19.72% 1-Year Est. Return
ACA
Arena Capital Advisors Los Angeles, California $208M AUM 11.42% 1-Year Est. Return
AIC
Archer Investment Corporation Carmel, Indiana $508M AUM 24.82% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
TAM
Tucker Asset Management Littleton, Colorado $343M AUM 17.55% 1-Year Est. Return

Bank of America's SUNL Position: Q3 2023 in Review

Bank of America sold out of Sunlight Financial Holdings, Inc. (SUNL) in Q3 2023, closing a stake of 4,800 shares — an estimated $27.8K sold.

Bank of America first reported a position in SUNL in Q3 2021 and held it in 8 quarters. The position peaked at $1.11M in Q1 2022. 5 funds tracked by Wall St. Rank hold SUNL as of Q3 2023.

  • Bank of America reported no remaining Sunlight Financial Holdings, Inc. position as of Q3 2023 after selling out during the quarter.
  • Bank of America sold 4,800 Sunlight Financial Holdings, Inc. shares in Q3 2023, an estimated $27.8K.
  • Bank of America first reported a position in Sunlight Financial Holdings, Inc. in Q3 2021 and held it in 8 quarters.
  • Bank of America's Sunlight Financial Holdings, Inc. position peaked at $1.11M in Q1 2022.
  • 5 funds tracked by Wall St. Rank held Sunlight Financial Holdings, Inc. as of Q3 2023.

Based on Bank of America's 13F filing for Q3 2023, filed 14 Nov 2023.