Cambridge Investment Research Advisors
ISUN

Cambridge Investment Research Advisors’s iSun, Inc. Common Stock ISUN Stock Holding History

Cambridge Investment Research Advisors’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
-10,374
Closed -$3K – 3467
2024
Q1 		$3K Hold
10,374
– – ﹤0.01% 3297
2023
Q4 		$3K Hold
10,374
– – ﹤0.01% 3180
2023
Q3 		$2K Hold
10,374
– – ﹤0.01% 3129
2023
Q2 		$4K Sell
10,374
-828
-7% -$497 ﹤0.01% 3161
2023
Q1 		$12K Hold
11,202
– – ﹤0.01% 3130
2022
Q4 		$15K Hold
11,202
– – ﹤0.01% 3066
2022
Q3 		$25K Buy
11,202
+832
+8% +$2.56K ﹤0.01% 2991
2022
Q2 		$34K Hold
10,370
– – ﹤0.01% 2969
2022
Q1 		$43K Buy
+10,370
New +$52.5K ﹤0.01% 3087

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

Cambridge Investment Research Advisors's ISUN Position: Q2 2024 in Review

Cambridge Investment Research Advisors sold out of iSun, Inc. Common Stock (ISUN) in Q2 2024, closing a stake of 10,374 shares — an estimated $3K sold.

Cambridge Investment Research Advisors first reported a position in ISUN in Q1 2022 and held it in 9 quarters. The position peaked at $43K in Q1 2022. 4 funds tracked by Wall St. Rank hold ISUN as of Q2 2024.

  • Cambridge Investment Research Advisors reported no remaining iSun, Inc. Common Stock position as of Q2 2024 after selling out during the quarter.
  • Cambridge Investment Research Advisors sold 10,374 iSun, Inc. Common Stock shares in Q2 2024, an estimated $3K.
  • Cambridge Investment Research Advisors first reported a position in iSun, Inc. Common Stock in Q1 2022 and held it in 9 quarters.
  • Cambridge Investment Research Advisors's iSun, Inc. Common Stock position peaked at $43K in Q1 2022.
  • 4 funds tracked by Wall St. Rank held iSun, Inc. Common Stock as of Q2 2024.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2024, filed 26 Jul 2024.