Commonwealth Equity Services’s Sunworks, Inc. SUNW Stock Holding History

Commonwealth Equity Services’s Portfolio SUNW Stock Details SUNW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	–	Sell	-21,280	Closed	-$223K	–	3684
2021 Q2	$223K	Hold	21,280	–	–	﹤0.01%	3175
2021 Q1	$312K	Buy	+21,280	New	+$314K	﹤0.01%	2725

Other funds holding SUNW

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Commonwealth Equity Services's SUNW Position: Q3 2021 in Review

Commonwealth Equity Services sold out of Sunworks, Inc. (SUNW) in Q3 2021, closing a stake of 21,280 shares — an estimated $223K sold.

Commonwealth Equity Services first reported a position in SUNW in Q1 2021 and held it in 2 quarters. The position peaked at $312K in Q1 2021. 46 funds tracked by Wall St. Rank hold SUNW as of Q3 2021.

Commonwealth Equity Services reported no remaining Sunworks, Inc. position as of Q3 2021 after selling out during the quarter.
Commonwealth Equity Services sold 21,280 Sunworks, Inc. shares in Q3 2021, an estimated $223K.
Commonwealth Equity Services first reported a position in Sunworks, Inc. in Q1 2021 and held it in 2 quarters.
Commonwealth Equity Services's Sunworks, Inc. position peaked at $312K in Q1 2021.
46 funds tracked by Wall St. Rank held Sunworks, Inc. as of Q3 2021.

Based on Commonwealth Equity Services's 13F filing for Q3 2021, filed 29 Oct 2021.