GEA
SUNW

Glen Eagle Advisors’s Sunworks, Inc. SUNW Stock Holding History

Glen Eagle Advisors’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
2021
Q4 		– Sell
-1
Closed -$6 – 1101
2021
Q3 		$6 Hold
1
– – ﹤0.01% 1058
2021
Q2 		$11 Hold
1
– – ﹤0.01% 1039
2021
Q1 		$15 Hold
1
– – ﹤0.01% 1001
2020
Q4 		$5 Buy
+1
New +$4 ﹤0.01% 972

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Renaissance Technologies
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BlackRock
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return
EGM
Engineers Gate Manager New York $8B AUM 17.32% 1-Year Est. Return

Glen Eagle Advisors's SUNW Position: Q4 2021 in Review

Glen Eagle Advisors sold out of Sunworks, Inc. (SUNW) in Q4 2021, closing a stake of 1 share — an estimated $6 sold.

Glen Eagle Advisors first reported a position in SUNW in Q4 2020 and held it in 4 quarters. The position peaked at $15 in Q1 2021. 46 funds tracked by Wall St. Rank hold SUNW as of Q4 2021.

  • Glen Eagle Advisors reported no remaining Sunworks, Inc. position as of Q4 2021 after selling out during the quarter.
  • Glen Eagle Advisors sold 1 Sunworks, Inc. share in Q4 2021, an estimated $6.
  • Glen Eagle Advisors first reported a position in Sunworks, Inc. in Q4 2020 and held it in 4 quarters.
  • Glen Eagle Advisors's Sunworks, Inc. position peaked at $15 in Q1 2021.
  • 46 funds tracked by Wall St. Rank held Sunworks, Inc. as of Q4 2021.

Based on Glen Eagle Advisors's 13F filing for Q4 2021, filed 13 Aug 2024.