LWCFA
ISUN

Loring Wolcott & Coolidge Fiduciary Advisors’s iSun, Inc. Common Stock ISUN Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’s Portfolio ISUN Stock Details ISUN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-4,482
Closed -$662 – 591
2024
Q1 		$662 Hold
4,482
– – ﹤0.01% 555
2023
Q4 		$1.01K Hold
4,482
– – ﹤0.01% 543
2023
Q3 		$775 Hold
4,482
– – ﹤0.01% 597
2023
Q2 		$1.79K Hold
4,482
– – ﹤0.01% 614
2023
Q1 		$4.62K Hold
4,482
– – ﹤0.01% 549
2022
Q4 		$6.01K Hold
4,482
– – ﹤0.01% 522
2022
Q3 		$10K Hold
4,482
– – ﹤0.01% 528
2022
Q2 		$15K Hold
4,482
– – ﹤0.01% 526
2022
Q1 		$18K Buy
+4,482
New +$22.7K ﹤0.01% 521

Other funds holding ISUN

EFM
Eley Financial Management South Burlington, Vermont $309M AUM 24.76% 1-Year Est. Return
TCOV
Trust Company of Vermont Brattleboro, Vermont $2.68B AUM
TF
Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's ISUN Position: Q2 2024 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of iSun, Inc. Common Stock (ISUN) in Q2 2024, closing a stake of 4,482 shares — an estimated $662 sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in ISUN in Q1 2022 and held it in 9 quarters. The position peaked at $18K in Q1 2022. 4 funds tracked by Wall St. Rank hold ISUN as of Q2 2024.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining iSun, Inc. Common Stock position as of Q2 2024 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 4,482 iSun, Inc. Common Stock shares in Q2 2024, an estimated $662.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in iSun, Inc. Common Stock in Q1 2022 and held it in 9 quarters.
  • Loring Wolcott & Coolidge Fiduciary Advisors's iSun, Inc. Common Stock position peaked at $18K in Q1 2022.
  • 4 funds tracked by Wall St. Rank held iSun, Inc. Common Stock as of Q2 2024.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q2 2024, filed 17 Jul 2024.