LWA
SUNW

Lenox Wealth Advisors’s Sunworks, Inc. SUNW Stock Holding History

Lenox Wealth 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
2022
Q1 		$0 Hold
200
– – ﹤0.01% 1032
2021
Q4 		$1K Hold
200
– – ﹤0.01% 941
2021
Q3 		$1K Hold
200
– – ﹤0.01% 702
2021
Q2 		$2K Hold
200
– – ﹤0.01% 653
2021
Q1 		$3K Buy
+200
New +$2.95K ﹤0.01% 586

Other funds holding SUNW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CSS
Cubist Systematic Strategies Stamford, Connecticut $21B AUM 21.48% 1-Year Est. Return

Lenox Wealth Advisors's SUNW Position: Q1 2022 in Review

Lenox Wealth Advisors held its Sunworks, Inc. (SUNW) position steady in Q1 2022 at 200 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #1032.

Lenox Wealth Advisors first reported a position in SUNW in Q1 2021 and has held it in 5 quarters since. The position peaked at $3K in Q1 2021. 58 funds tracked by Wall St. Rank hold SUNW as of Q1 2022.

  • Lenox Wealth Advisors held 200 shares of Sunworks, Inc. worth $0 as of Q1 2022.
  • Lenox Wealth Advisors left its Sunworks, Inc. share count unchanged in Q1 2022.
  • Sunworks, Inc. made up ﹤0.01% of Lenox Wealth Advisors's portfolio in Q1 2022, its #1032 holding.
  • Lenox Wealth Advisors first reported a position in Sunworks, Inc. in Q1 2021 and has held it in 5 quarters since.
  • Lenox Wealth Advisors's Sunworks, Inc. position peaked at $3K in Q1 2021.
  • 58 funds tracked by Wall St. Rank held Sunworks, Inc. as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.