CWP
SUNW

Concord Wealth Partners’s Sunworks, Inc. SUNW Stock Holding History

Concord Wealth Partners’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
Q2 		– Sell
-200
Closed -$3K – 1118
2021
Q1 		$3K Buy
+200
New +$2.95K ﹤0.01% 790

Other funds holding SUNW

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Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
SC
Sculptor Capital New York $9.61B AUM 27.49% 1-Year Est. Return
HSA
Hussman Strategic Advisors Ellicott City, Maryland $463M AUM 16% 1-Year Est. Return
SFI
Susquehanna Fundamental Investments Bala Cynwyd, Pennsylvania $2.67B AUM 21.74% 1-Year Est. Return

Concord Wealth Partners's SUNW Position: Q2 2021 in Review

Concord Wealth Partners sold out of Sunworks, Inc. (SUNW) in Q2 2021, closing a stake of 200 shares — an estimated $3K sold.

Concord Wealth Partners first reported a position in SUNW in Q1 2021 and held it in 1 quarter. The position peaked at $3K in Q1 2021. 39 funds tracked by Wall St. Rank hold SUNW as of Q2 2021.

  • Concord Wealth Partners reported no remaining Sunworks, Inc. position as of Q2 2021 after selling out during the quarter.
  • Concord Wealth Partners sold 200 Sunworks, Inc. shares in Q2 2021, an estimated $3K.
  • Concord Wealth Partners first reported a position in Sunworks, Inc. in Q1 2021 and held it in 1 quarter.
  • Concord Wealth Partners's Sunworks, Inc. position peaked at $3K in Q1 2021.
  • 39 funds tracked by Wall St. Rank held Sunworks, Inc. as of Q2 2021.

Based on Concord Wealth Partners's 13F filing for Q2 2021, filed 29 Jul 2021.