MAI Capital Management’s Sunworks, Inc. SUNW Stock Holding History

MAI Capital Management’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
2024 Q1	–	Sell	-73,379	Closed	-$17.2K	–	1268
2023 Q4	$17.2K	Buy	73,379 +10,639	+17%	+$3.62K	﹤0.01%	1087
2023 Q3	$32.6K	Buy	62,740 +10,638	+20%	+$11.4K	﹤0.01%	1026
2023 Q2	$58.9K	Hold	52,102	–	–	﹤0.01%	1015
2023 Q1	$75K	Buy	+52,102	New	+$98.1K	﹤0.01%	995

Other funds holding SUNW

XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return

Cantor Fitzgerald New York $6.78B AUM 29.01% 1-Year Est. Return

MAI Capital Management's SUNW Position: Q1 2024 in Review

MAI Capital Management sold out of Sunworks, Inc. (SUNW) in Q1 2024, closing a stake of 73,379 shares — an estimated $17.2K sold.

MAI Capital Management first reported a position in SUNW in Q1 2023 and held it in 4 quarters. The position peaked at $75K in Q1 2023. 2 funds tracked by Wall St. Rank hold SUNW as of Q1 2024.

MAI Capital Management reported no remaining Sunworks, Inc. position as of Q1 2024 after selling out during the quarter.
MAI Capital Management sold 73,379 Sunworks, Inc. shares in Q1 2024, an estimated $17.2K.
MAI Capital Management first reported a position in Sunworks, Inc. in Q1 2023 and held it in 4 quarters.
MAI Capital Management's Sunworks, Inc. position peaked at $75K in Q1 2023.
2 funds tracked by Wall St. Rank held Sunworks, Inc. as of Q1 2024.

Based on MAI Capital Management's 13F filing for Q1 2024, filed 8 May 2024.