CAPTRUST Financial Advisors
SUNL

CAPTRUST Financial Advisors’s Sunlight Financial Holdings, Inc. SUNL Stock Holding History

CAPTRUST Financial Advisors’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
2022
Q3 		– Sell
-7
Closed – – 4412
2022
Q2 		$0 Buy
+7
New +$583 ﹤0.01% 5225

Other funds holding SUNL

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AMH
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AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $462M AUM 40.76% 1-Year Est. Return

CAPTRUST Financial Advisors's SUNL Position: Q3 2022 in Review

CAPTRUST Financial Advisors sold out of Sunlight Financial Holdings, Inc. (SUNL) in Q3 2022, closing a stake of 7 shares.

CAPTRUST Financial Advisors first reported a position in SUNL in Q2 2022 and held it in 1 quarter. The position peaked at $0 in Q2 2022. 65 funds tracked by Wall St. Rank hold SUNL as of Q3 2022.

  • CAPTRUST Financial Advisors reported no remaining Sunlight Financial Holdings, Inc. position as of Q3 2022 after selling out during the quarter.
  • CAPTRUST Financial Advisors sold 7 Sunlight Financial Holdings, Inc. shares in Q3 2022.
  • CAPTRUST Financial Advisors first reported a position in Sunlight Financial Holdings, Inc. in Q2 2022 and held it in 1 quarter.
  • CAPTRUST Financial Advisors's Sunlight Financial Holdings, Inc. position peaked at $0 in Q2 2022.
  • 65 funds tracked by Wall St. Rank held Sunlight Financial Holdings, Inc. as of Q3 2022.

Based on CAPTRUST Financial Advisors's 13F filing for Q3 2022, filed 16 Nov 2022.