FIA
SUNL

FNY Investment Advisers’s Sunlight Financial Holdings, Inc. SUNL Stock Holding History

FNY Investment Advisers’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
-9,713
Closed -$56K – 812
2023
Q2 		$56K Buy
+9,713
New +$73.7K 0.07% 152
2022
Q2 		– Sell
-15
Closed -$1.25K – 978
2022
Q1 		$1K Buy
+15
New +$1.16K ﹤0.01% 709
2021
Q3 		– Sell
-5,135
Closed -$1.02M – 987
2021
Q2 		$1.02M Sell
5,135
-376
-7% -$75.2K 0.41% 62
2021
Q1 		$1.15M Buy
+5,511
New +$1.29M 0.43% 54

Other funds holding SUNL

EC
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 $508M AUM 24.82% 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

FNY Investment Advisers's SUNL Position: Q3 2023 in Review

FNY Investment Advisers sold out of Sunlight Financial Holdings, Inc. (SUNL) in Q3 2023, closing a stake of 9,713 shares — an estimated $56K sold.

FNY Investment Advisers first reported a position in SUNL in Q1 2021 and held it in 4 quarters. The position peaked at $1.15M in Q1 2021. 5 funds tracked by Wall St. Rank hold SUNL as of Q3 2023.

  • FNY Investment Advisers reported no remaining Sunlight Financial Holdings, Inc. position as of Q3 2023 after selling out during the quarter.
  • FNY Investment Advisers sold 9,713 Sunlight Financial Holdings, Inc. shares in Q3 2023, an estimated $56K.
  • FNY Investment Advisers first reported a position in Sunlight Financial Holdings, Inc. in Q1 2021 and held it in 4 quarters.
  • FNY Investment Advisers's Sunlight Financial Holdings, Inc. position peaked at $1.15M in Q1 2021.
  • 5 funds tracked by Wall St. Rank held Sunlight Financial Holdings, Inc. as of Q3 2023.

Based on FNY Investment Advisers's 13F filing for Q3 2023, filed 10 Oct 2023.