HWA
SUNL

HHM Wealth Advisors’s Sunlight Financial Holdings, Inc. SUNL Stock Holding History

HHM Wealth Advisors’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
Q1 		– Sell
-50
Closed -$1.29K – 825
2022
Q4 		$1.29K Hold
50
– – ﹤0.01% 636
2022
Q3 		$1K Buy
+50
New +$3.21K ﹤0.01% 637
2022
Q1 		– Sell
-100
Closed -$10K – 766
2021
Q4 		$10K Sell
100
-100
-50% -$9.63K ﹤0.01% 517
2021
Q3 		$21K Buy
+200
New +$28.3K 0.01% 397

Other funds holding SUNL

FMC
FTV Management Company San Francisco, California $541M AUM 34.37% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
AMH
Apollo Management Holdings New York $7.6B AUM 23.97% 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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
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
DRP
Decade Renewable Partners Houston, Texas $126M AUM 11.5% 1-Year Est. Return

HHM Wealth Advisors's SUNL Position: Q1 2023 in Review

HHM Wealth Advisors sold out of Sunlight Financial Holdings, Inc. (SUNL) in Q1 2023, closing a stake of 50 shares — an estimated $1.29K sold.

HHM Wealth Advisors first reported a position in SUNL in Q3 2021 and held it in 4 quarters. The position peaked at $21K in Q3 2021. 60 funds tracked by Wall St. Rank hold SUNL as of Q1 2023.

  • HHM Wealth Advisors reported no remaining Sunlight Financial Holdings, Inc. position as of Q1 2023 after selling out during the quarter.
  • HHM Wealth Advisors sold 50 Sunlight Financial Holdings, Inc. shares in Q1 2023, an estimated $1.29K.
  • HHM Wealth Advisors first reported a position in Sunlight Financial Holdings, Inc. in Q3 2021 and held it in 4 quarters.
  • HHM Wealth Advisors's Sunlight Financial Holdings, Inc. position peaked at $21K in Q3 2021.
  • 60 funds tracked by Wall St. Rank held Sunlight Financial Holdings, Inc. as of Q1 2023.

Based on HHM Wealth Advisors's 13F filing for Q1 2023, filed 2 May 2023.