M Holdings Securities’s Sunlight Financial Holdings, Inc. SUNL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q2
$373K Buy
+1,865
New +$373K 0.04% 205

Other funds holding SUNL

M Holdings Securities's SUNL Position: Q2 2021 in Review

M Holdings Securities opened a new position in Sunlight Financial Holdings, Inc. (SUNL) in Q2 2021: 1,865 shares worth $373K. The stake represents 0.04% of the portfolio and ranks #205 among its holdings.

59 funds tracked by Wall St. Rank hold SUNL as of Q2 2021.

  • M Holdings Securities held 1,865 shares of Sunlight Financial Holdings, Inc. worth $373K as of Q2 2021.
  • Sunlight Financial Holdings, Inc. was a new M Holdings Securities position in Q2 2021.
  • Sunlight Financial Holdings, Inc. made up 0.04% of M Holdings Securities's portfolio in Q2 2021, its #205 holding.
  • 59 funds tracked by Wall St. Rank held Sunlight Financial Holdings, Inc. as of Q2 2021.

Based on M Holdings Securities's 13F filing for Q2 2021, filed 19 Aug 2021.