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

LPL 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
2021 Q2	–	Sell	-21,292	Closed	-$313K	–	4323
2021 Q1	$313K	Buy	+21,292	New	+$314K	﹤0.01%	3443

Other funds holding SUNW

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 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

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Sculptor Capital New York $9.61B AUM 27.49% 1-Year Est. Return

HSA

Hussman Strategic Advisors Ellicott City, Maryland $463M AUM 16% 1-Year Est. Return

SFI

Susquehanna Fundamental Investments Bala Cynwyd, Pennsylvania $2.67B AUM 21.74% 1-Year Est. Return

LPL Financial's SUNW Position: Q2 2021 in Review

LPL Financial sold out of Sunworks, Inc. (SUNW) in Q2 2021, closing a stake of 21,292 shares — an estimated $313K sold.

LPL Financial first reported a position in SUNW in Q1 2021 and held it in 1 quarter. The position peaked at $313K in Q1 2021. 39 funds tracked by Wall St. Rank hold SUNW as of Q2 2021.

LPL Financial reported no remaining Sunworks, Inc. position as of Q2 2021 after selling out during the quarter.
LPL Financial sold 21,292 Sunworks, Inc. shares in Q2 2021, an estimated $313K.
LPL Financial first reported a position in Sunworks, Inc. in Q1 2021 and held it in 1 quarter.
LPL Financial's Sunworks, Inc. position peaked at $313K in Q1 2021.
39 funds tracked by Wall St. Rank held Sunworks, Inc. as of Q2 2021.

Based on LPL Financial's 13F filing for Q2 2021, filed 13 Aug 2021.