CASC
SUNW

Coppell Advisory Solutions Corp’s Sunworks, Inc. SUNW Stock Holding History

Coppell Advisory Solutions Corp’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
2023
Q1 		– Sell
-23
Closed -$36 – 1165
2022
Q4 		$36 Buy
+23
New +$52 ﹤0.01% 1177

Other funds holding SUNW

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BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
XT
XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
OQS
Occudo Quantitative Strategies Fort Lauderdale, Florida $1.84B AUM 22.15% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Coppell Advisory Solutions Corp's SUNW Position: Q1 2023 in Review

Coppell Advisory Solutions Corp sold out of Sunworks, Inc. (SUNW) in Q1 2023, closing a stake of 23 shares — an estimated $36 sold.

Coppell Advisory Solutions Corp first reported a position in SUNW in Q4 2022 and held it in 1 quarter. The position peaked at $36 in Q4 2022. 39 funds tracked by Wall St. Rank hold SUNW as of Q1 2023.

  • Coppell Advisory Solutions Corp reported no remaining Sunworks, Inc. position as of Q1 2023 after selling out during the quarter.
  • Coppell Advisory Solutions Corp sold 23 Sunworks, Inc. shares in Q1 2023, an estimated $36.
  • Coppell Advisory Solutions Corp first reported a position in Sunworks, Inc. in Q4 2022 and held it in 1 quarter.
  • Coppell Advisory Solutions Corp's Sunworks, Inc. position peaked at $36 in Q4 2022.
  • 39 funds tracked by Wall St. Rank held Sunworks, Inc. as of Q1 2023.

Based on Coppell Advisory Solutions Corp's 13F filing for Q1 2023, filed 10 May 2023.