Jump Financial’s Sunworks, Inc. SUNW Stock Holding History

Jump Financial’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
2023 Q3	–	Sell	-10,000	Closed	-$11.3K	–	2358
2023 Q2	$11.3K	Buy	+10,000	New	+$11.2K	﹤0.01%	1744
2022 Q4	–	Sell	-30,500	Closed	-$85K	–	2131
2022 Q3	$85K	Buy	+30,500	New	+$85.7K	﹤0.01%	1461
2022 Q2	–	Sell	-11,616	Closed	-$29K	–	2117
2022 Q1	$29K	Sell	11,616 -20,784	-64%	-$52.5K	﹤0.01%	1488
2021 Q4	$99K	Buy	+32,400	New	+$166K	0.01%	1227

Other funds holding SUNW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

BCM

Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

MCM

MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return

Jump Financial's SUNW Position: Q3 2023 in Review

Jump Financial sold out of Sunworks, Inc. (SUNW) in Q3 2023, closing a stake of 10,000 shares — an estimated $11.3K sold.

Jump Financial first reported a position in SUNW in Q4 2021 and held it in 4 quarters. The position peaked at $99K in Q4 2021. 37 funds tracked by Wall St. Rank hold SUNW as of Q3 2023.

Jump Financial reported no remaining Sunworks, Inc. position as of Q3 2023 after selling out during the quarter.
Jump Financial sold 10,000 Sunworks, Inc. shares in Q3 2023, an estimated $11.3K.
Jump Financial first reported a position in Sunworks, Inc. in Q4 2021 and held it in 4 quarters.
Jump Financial's Sunworks, Inc. position peaked at $99K in Q4 2021.
37 funds tracked by Wall St. Rank held Sunworks, Inc. as of Q3 2023.

Based on Jump Financial's 13F filing for Q3 2023, filed 7 Nov 2023.