Cetera Investment Advisers
ISUN

Cetera Investment Advisers’s iSun, Inc. Common Stock ISUN Stock Holding History

Cetera Investment Advisers’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
-10,625
Closed -$2.66K – 3880
2024
Q1 		$2.66K Buy
+10,625
New +$2.25K ﹤0.01% 3671

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 $2.4B AUM 18.8% 1-Year Est. Return
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

Cetera Investment Advisers's ISUN Position: Q2 2024 in Review

Cetera Investment Advisers sold out of iSun, Inc. Common Stock (ISUN) in Q2 2024, closing a stake of 10,625 shares — an estimated $2.66K sold.

Cetera Investment Advisers first reported a position in ISUN in Q1 2024 and held it in 1 quarter. The position peaked at $2.66K in Q1 2024. 4 funds tracked by Wall St. Rank hold ISUN as of Q2 2024.

  • Cetera Investment Advisers reported no remaining iSun, Inc. Common Stock position as of Q2 2024 after selling out during the quarter.
  • Cetera Investment Advisers sold 10,625 iSun, Inc. Common Stock shares in Q2 2024, an estimated $2.66K.
  • Cetera Investment Advisers first reported a position in iSun, Inc. Common Stock in Q1 2024 and held it in 1 quarter.
  • Cetera Investment Advisers's iSun, Inc. Common Stock position peaked at $2.66K in Q1 2024.
  • 4 funds tracked by Wall St. Rank held iSun, Inc. Common Stock as of Q2 2024.

Based on Cetera Investment Advisers's 13F filing for Q2 2024, filed 22 Aug 2024.