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English
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Deutsch
Español
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日本語
한국어
繁體中文
IFP Advisors’s
SUNation Energy
SUNE
Stock Holding History
IFP Advisors’s Portfolio
SUNE Stock Details
SUNE Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2023
Q3
–
Hold
0
–
-$4.11K
–
3581
2023
Q2
–
Hold
0
–
–
–
2613
2023
Q1
–
Hold
0
–
–
–
2019
2022
Q4
–
Hold
0
–
–
–
2898
Other funds holding SUNE
Vanguard Group
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
Coldstream Capital Management
Bellevue, Washington
$7.99B AUM
24.2%
1-Year Est. Return
Dimensional Fund Advisors
Austin, Texas
$551B AUM
33.95%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.92T AUM
36.1%
1-Year Est. Return
L.J. Altfest & Co
New York
$1.01B AUM
24.77%
1-Year Est. Return
GAMCO Investors
Greenwich, Connecticut
$11.1B AUM
41.79%
1-Year Est. Return
BlackRock
New York
$6.73T AUM
46.02%
1-Year Est. Return
Aptus Capital Advisors
Fairhope, Alabama
$14.6B AUM
22.78%
1-Year Est. Return
Guardian Wealth Advisors (North Carolina)
Raleigh, North Carolina
$1.78B AUM
19.66%
1-Year Est. Return
Renaissance Technologies
New York
$72.6B AUM
54.88%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Block Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover trades at least twice the size of a fund's median trade that quarter
Fund Signals
Daily bullish and bearish fund signals, and how past ones played out
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
Fund Flows Report
Our quarterly report on what the world’s largest funds bought and sold
Thematic Trends
Track which investment themes funds are piling into or pulling out of
WSR Indexes
Institutional Conviction Index
Stock index based on fund manager consensus updated each quarter
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