IWC
SUNL

Integrated Wealth Concepts’s Sunlight Financial Holdings, Inc. SUNL Stock Holding History

Integrated Wealth Concepts’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
-560
Closed -$3.25K – 1648
2023
Q2 		$3.25K Hold
560
– – ﹤0.01% 1558
2023
Q1 		$3K Hold
560
– – ﹤0.01% 1345
2022
Q4 		$14K Sell
560
-7
-1% -$194 ﹤0.01% 1029
2022
Q3 		$14K Buy
567
+7
+1% +$449 ﹤0.01% 944
2022
Q2 		$33K Buy
560
+60
+12% +$5K ﹤0.01% 965
2022
Q1 		$50K Sell
500
-60
-11% -$4.65K ﹤0.01% 923
2021
Q4 		$54K Buy
+560
New +$53.9K ﹤0.01% 974

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 $469M AUM 19.1% 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

Integrated Wealth Concepts's SUNL Position: Q3 2023 in Review

Integrated Wealth Concepts sold out of Sunlight Financial Holdings, Inc. (SUNL) in Q3 2023, closing a stake of 560 shares — an estimated $3.25K sold.

Integrated Wealth Concepts first reported a position in SUNL in Q4 2021 and held it in 7 quarters. The position peaked at $54K in Q4 2021. 5 funds tracked by Wall St. Rank hold SUNL as of Q3 2023.

  • Integrated Wealth Concepts reported no remaining Sunlight Financial Holdings, Inc. position as of Q3 2023 after selling out during the quarter.
  • Integrated Wealth Concepts sold 560 Sunlight Financial Holdings, Inc. shares in Q3 2023, an estimated $3.25K.
  • Integrated Wealth Concepts first reported a position in Sunlight Financial Holdings, Inc. in Q4 2021 and held it in 7 quarters.
  • Integrated Wealth Concepts's Sunlight Financial Holdings, Inc. position peaked at $54K in Q4 2021.
  • 5 funds tracked by Wall St. Rank held Sunlight Financial Holdings, Inc. as of Q3 2023.

Based on Integrated Wealth Concepts's 13F filing for Q3 2023, filed 15 Nov 2023.