BWS
SUNW

BCR Wealth Strategies’s Sunworks, Inc. SUNW Stock Holding History

BCR Wealth Strategies’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
2022
Q4 		– Sell
-75
Closed – – 109
2022
Q3 		$0 Hold
75
– – ﹤0.01% 114
2022
Q2 		$0 Hold
75
– – ﹤0.01% 124
2022
Q1 		$0 Hold
75
– – ﹤0.01% 121
2021
Q4 		$0 Buy
+75
New +$384 ﹤0.01% 122

Other funds holding SUNW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
XT
XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
OQS
Occudo Quantitative Strategies Fort Lauderdale, Florida $1.84B AUM 22.15% 1-Year Est. Return

BCR Wealth Strategies's SUNW Position: Q4 2022 in Review

BCR Wealth Strategies sold out of Sunworks, Inc. (SUNW) in Q4 2022, closing a stake of 75 shares.

BCR Wealth Strategies first reported a position in SUNW in Q4 2021 and held it in 4 quarters. The position peaked at $0 in Q3 2022. 44 funds tracked by Wall St. Rank hold SUNW as of Q4 2022.

  • BCR Wealth Strategies reported no remaining Sunworks, Inc. position as of Q4 2022 after selling out during the quarter.
  • BCR Wealth Strategies sold 75 Sunworks, Inc. shares in Q4 2022.
  • BCR Wealth Strategies first reported a position in Sunworks, Inc. in Q4 2021 and held it in 4 quarters.
  • BCR Wealth Strategies's Sunworks, Inc. position peaked at $0 in Q3 2022.
  • 44 funds tracked by Wall St. Rank held Sunworks, Inc. as of Q4 2022.

Based on BCR Wealth Strategies's 13F filing for Q4 2022, filed 30 Jan 2023.