Fidelity Investments
SUNW

Fidelity Investments’s Sunworks, Inc. SUNW Stock Holding History

Fidelity Investments’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
Q2 		– Sell
-51
Closed -$73 – 5641
2023
Q1 		$73 Hold
51
– – ﹤0.01% 4934
2022
Q4 		$81 Sell
51
-10,000
-99% -$22.4K ﹤0.01% 4902
2022
Q3 		$28K Buy
10,051
+9,800
+3,904% +$27.5K ﹤0.01% 3721
2022
Q2 		$0 Buy
251
+151
+151% +$288 ﹤0.01% 5625
2022
Q1 		$0 Buy
+100
New +$253 ﹤0.01% 5627

Other funds holding SUNW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
CCM
Connective Capital Management Palo Alto, California $121M AUM 39.82% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Fidelity Investments's SUNW Position: Q2 2023 in Review

Fidelity Investments sold out of Sunworks, Inc. (SUNW) in Q2 2023, closing a stake of 51 shares — an estimated $73 sold.

Fidelity Investments first reported a position in SUNW in Q1 2022 and held it in 5 quarters. The position peaked at $28K in Q3 2022. 40 funds tracked by Wall St. Rank hold SUNW as of Q2 2023.

  • Fidelity Investments reported no remaining Sunworks, Inc. position as of Q2 2023 after selling out during the quarter.
  • Fidelity Investments sold 51 Sunworks, Inc. shares in Q2 2023, an estimated $73.
  • Fidelity Investments first reported a position in Sunworks, Inc. in Q1 2022 and held it in 5 quarters.
  • Fidelity Investments's Sunworks, Inc. position peaked at $28K in Q3 2022.
  • 40 funds tracked by Wall St. Rank held Sunworks, Inc. as of Q2 2023.

Based on Fidelity Investments's 13F filing for Q2 2023, filed 11 Aug 2023.