GWS
SUNL

Glassman Wealth Services’s Sunlight Financial Holdings, Inc. SUNL Stock Holding History

Glassman Wealth Services’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
2022
Q4 		– Sell
-11
Closed – – 2065
2022
Q3 		$0 Buy
+11
New +$706 ﹤0.01% 2080

Other funds holding SUNL

FMC
FTV Management Company San Francisco, California $541M AUM 34.37% 1-Year Est. Return
AMH
Apollo Management Holdings New York $7.6B AUM 23.97% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
EC
ECP ControlCo Summit, New Jersey $6.34B AUM 19.72% 1-Year Est. Return
AM
Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return
BHMP
Bardin Hill Management Partners New York $80.3M AUM 31.39% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
DRP
Decade Renewable Partners Houston, Texas $126M AUM 11.5% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Glassman Wealth Services's SUNL Position: Q4 2022 in Review

Glassman Wealth Services sold out of Sunlight Financial Holdings, Inc. (SUNL) in Q4 2022, closing a stake of 11 shares.

Glassman Wealth Services first reported a position in SUNL in Q3 2022 and held it in 1 quarter. The position peaked at $0 in Q3 2022. 70 funds tracked by Wall St. Rank hold SUNL as of Q4 2022.

  • Glassman Wealth Services reported no remaining Sunlight Financial Holdings, Inc. position as of Q4 2022 after selling out during the quarter.
  • Glassman Wealth Services sold 11 Sunlight Financial Holdings, Inc. shares in Q4 2022.
  • Glassman Wealth Services first reported a position in Sunlight Financial Holdings, Inc. in Q3 2022 and held it in 1 quarter.
  • Glassman Wealth Services's Sunlight Financial Holdings, Inc. position peaked at $0 in Q3 2022.
  • 70 funds tracked by Wall St. Rank held Sunlight Financial Holdings, Inc. as of Q4 2022.

Based on Glassman Wealth Services's 13F filing for Q4 2022, filed 6 Feb 2023.