Charles Schwab
SUNL

Charles Schwab’s Sunlight Financial Holdings, Inc. SUNL Stock Holding History

Charles Schwab’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
Q2 		– Sell
-3,509
Closed -$21.9K – 3715
2023
Q1 		$21.9K Hold
3,509
– – ﹤0.01% 3500
2022
Q4 		$90.5K Hold
3,509
– – ﹤0.01% 3274
2022
Q3 		$88K Hold
3,509
– – ﹤0.01% 3235
2022
Q2 		$208K Buy
3,509
+2,670
+318% +$223K ﹤0.01% 3238
2022
Q1 		$85K Hold
839
– – ﹤0.01% 3444
2021
Q4 		$81K Hold
839
– – ﹤0.01% 3463
2021
Q3 		$90K Buy
+839
New +$119K ﹤0.01% 3390

Other funds holding SUNL

FMC
FTV Management Company San Francisco, California $541M AUM 34.37% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
AMH
Apollo Management Holdings New York $7.6B AUM 23.97% 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
DRP
Decade Renewable Partners Houston, Texas $126M AUM 11.5% 1-Year Est. Return
BHMP
Bardin Hill Management Partners New York $80.3M AUM 31.39% 1-Year Est. Return
Verition Fund Management
Verition Fund Management Greenwich, Connecticut $15.4B AUM 30.69% 1-Year Est. Return
MP
MSD Partners New York $82.3M AUM 15.13% 1-Year Est. Return

Charles Schwab's SUNL Position: Q2 2023 in Review

Charles Schwab sold out of Sunlight Financial Holdings, Inc. (SUNL) in Q2 2023, closing a stake of 3,509 shares — an estimated $21.9K sold.

Charles Schwab first reported a position in SUNL in Q3 2021 and held it in 7 quarters. The position peaked at $208K in Q2 2022. 48 funds tracked by Wall St. Rank hold SUNL as of Q2 2023.

  • Charles Schwab reported no remaining Sunlight Financial Holdings, Inc. position as of Q2 2023 after selling out during the quarter.
  • Charles Schwab sold 3,509 Sunlight Financial Holdings, Inc. shares in Q2 2023, an estimated $21.9K.
  • Charles Schwab first reported a position in Sunlight Financial Holdings, Inc. in Q3 2021 and held it in 7 quarters.
  • Charles Schwab's Sunlight Financial Holdings, Inc. position peaked at $208K in Q2 2022.
  • 48 funds tracked by Wall St. Rank held Sunlight Financial Holdings, Inc. as of Q2 2023.

Based on Charles Schwab's 13F filing for Q2 2023, filed 10 Aug 2023.