CAM
ISUN

Cresset Asset Management’s iSun, Inc. Common Stock ISUN Stock Holding History

Cresset Asset Management’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
-78,399
Closed -$19.6K – 2189
2024
Q1 		$19.6K Sell
78,399
-1
-0% – ﹤0.01% 1886
2023
Q4 		$24.6K Sell
78,400
-23,616
-23% -$4.92K ﹤0.01% 1810
2023
Q3 		$22.9K Buy
102,016
+52,016
+104% +$17.9K ﹤0.01% 1773
2023
Q2 		$20K Buy
+50,000
New +$30K ﹤0.01% 1879

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

Cresset Asset Management's ISUN Position: Q2 2024 in Review

Cresset Asset Management sold out of iSun, Inc. Common Stock (ISUN) in Q2 2024, closing a stake of 78,399 shares — an estimated $19.6K sold.

Cresset Asset Management first reported a position in ISUN in Q2 2023 and held it in 4 quarters. The position peaked at $24.6K in Q4 2023. 4 funds tracked by Wall St. Rank hold ISUN as of Q2 2024.

  • Cresset Asset Management reported no remaining iSun, Inc. Common Stock position as of Q2 2024 after selling out during the quarter.
  • Cresset Asset Management sold 78,399 iSun, Inc. Common Stock shares in Q2 2024, an estimated $19.6K.
  • Cresset Asset Management first reported a position in iSun, Inc. Common Stock in Q2 2023 and held it in 4 quarters.
  • Cresset Asset Management's iSun, Inc. Common Stock position peaked at $24.6K in Q4 2023.
  • 4 funds tracked by Wall St. Rank held iSun, Inc. Common Stock as of Q2 2024.

Based on Cresset Asset Management's 13F filing for Q2 2024, filed 14 Aug 2024.