Fidelity Investments’s Sunlight Financial Holdings, Inc. SUNL Stock Holding History

Fidelity Investments’s Portfolio SUNL Stock Details SUNL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-167	Closed	-$969	–	5628
2023 Q2	$969	Buy	167 +91	+120%	+$690	﹤0.01%	4714
2023 Q1	$473	Buy	76 +61	+407%	+$1.34K	﹤0.01%	4803
2022 Q4	$387	Buy	15 +7	+88%	+$194	﹤0.01%	4773
2022 Q3	$0	Buy	8 +3	+60%	+$193	﹤0.01%	5549
2022 Q2	$0	Buy	+5	New	+$417	﹤0.01%	5653

Other funds holding SUNL

ECP ControlCo Summit, New Jersey $6.34B AUM 19.72% 1-Year Est. Return

ACA

Arena Capital Advisors Los Angeles, California $208M AUM 11.42% 1-Year Est. Return

AIC

Archer Investment Corporation Carmel, Indiana $469M AUM 19.1% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

TAM

Tucker Asset Management Littleton, Colorado $343M AUM 17.55% 1-Year Est. Return

Fidelity Investments's SUNL Position: Q3 2023 in Review

Fidelity Investments sold out of Sunlight Financial Holdings, Inc. (SUNL) in Q3 2023, closing a stake of 167 shares — an estimated $969 sold.

Fidelity Investments first reported a position in SUNL in Q2 2022 and held it in 5 quarters. The position peaked at $969 in Q2 2023. 5 funds tracked by Wall St. Rank hold SUNL as of Q3 2023.

Fidelity Investments reported no remaining Sunlight Financial Holdings, Inc. position as of Q3 2023 after selling out during the quarter.
Fidelity Investments sold 167 Sunlight Financial Holdings, Inc. shares in Q3 2023, an estimated $969.
Fidelity Investments first reported a position in Sunlight Financial Holdings, Inc. in Q2 2022 and held it in 5 quarters.
Fidelity Investments's Sunlight Financial Holdings, Inc. position peaked at $969 in Q2 2023.
5 funds tracked by Wall St. Rank held Sunlight Financial Holdings, Inc. as of Q3 2023.

Based on Fidelity Investments's 13F filing for Q3 2023, filed 13 Nov 2023.