Commonwealth Equity Services
ISUN

Commonwealth Equity Services’s iSun, Inc. Common Stock ISUN Stock Holding History

Commonwealth Equity Services’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
-450,800
Closed -$113K – 4203
2024
Q1 		$113K Sell
450,800
-100,800
-18% -$21.4K ﹤0.01% 3773
2023
Q4 		$173K Hold
551,600
– – ﹤0.01% 3562
2023
Q3 		$124K Buy
551,600
+450,000
+443% +$155K ﹤0.01% 3526
2023
Q2 		$41K Buy
101,600
+75,100
+283% +$45.1K ﹤0.01% 3687
2023
Q1 		$27 Sell
26,500
-2,188
-8% -$3.27K ﹤0.01% 3647
2022
Q4 		$38K Hold
28,688
– – ﹤0.01% 3539
2022
Q3 		$63K Buy
28,688
+2,587
+10% +$7.95K ﹤0.01% 3451
2022
Q2 		$84K Buy
+26,101
New +$87.9K ﹤0.01% 3405

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

Commonwealth Equity Services's ISUN Position: Q2 2024 in Review

Commonwealth Equity Services sold out of iSun, Inc. Common Stock (ISUN) in Q2 2024, closing a stake of 450,800 shares — an estimated $113K sold.

Commonwealth Equity Services first reported a position in ISUN in Q2 2022 and held it in 8 quarters. The position peaked at $173K in Q4 2023. 4 funds tracked by Wall St. Rank hold ISUN as of Q2 2024.

  • Commonwealth Equity Services reported no remaining iSun, Inc. Common Stock position as of Q2 2024 after selling out during the quarter.
  • Commonwealth Equity Services sold 450,800 iSun, Inc. Common Stock shares in Q2 2024, an estimated $113K.
  • Commonwealth Equity Services first reported a position in iSun, Inc. Common Stock in Q2 2022 and held it in 8 quarters.
  • Commonwealth Equity Services's iSun, Inc. Common Stock position peaked at $173K in Q4 2023.
  • 4 funds tracked by Wall St. Rank held iSun, Inc. Common Stock as of Q2 2024.

Based on Commonwealth Equity Services's 13F filing for Q2 2024, filed 31 Jul 2024.