Morgan Stanley
ISUN

Morgan Stanley’s iSun, Inc. Common Stock ISUN Stock Holding History

Morgan Stanley’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
-3,383
Closed -$846 – 8024
2024
Q1 		$846 Sell
3,383
-4,383
-56% -$929 ﹤0.01% 7190
2023
Q4 		$2.43K Buy
7,766
+3,883
+100% +$810 ﹤0.01% 7112
2023
Q3 		$873 Hold
3,883
– – ﹤0.01% 7251
2023
Q2 		$1.55K Sell
3,883
-500
-11% -$300 ﹤0.01% 7230
2023
Q1 		$4.51K Sell
4,383
-2,645
-38% -$3.95K ﹤0.01% 7071
2022
Q4 		$9.42K Sell
7,028
-561
-7% -$1.03K ﹤0.01% 6960
2022
Q3 		$17K Buy
7,589
+501
+7% +$1.54K ﹤0.01% 6872
2022
Q2 		$23K Sell
7,088
-2,271
-24% -$7.65K ﹤0.01% 6931
2022
Q1 		$38K Sell
9,359
-3,554
-28% -$18K ﹤0.01% 6838
2021
Q4 		$77K Buy
12,913
+2,525
+24% +$19.2K ﹤0.01% 6584
2021
Q3 		$86K Buy
10,388
+4,241
+69% +$38.1K ﹤0.01% 6456
2021
Q2 		$70K Sell
6,147
-1,437
-19% -$15.2K ﹤0.01% 6513
2021
Q1 		$101K Buy
+7,584
New +$123K ﹤0.01% 6006
2020
Q4 		– Sell
-500
Closed -$4K – 7147
2020
Q3 		$4K Buy
+500
New +$2.04K ﹤0.01% 6490
2019
Q4 		– Sell
-1,518
Closed -$7K – 6812
2019
Q3 		$7K Buy
1,518
+1,517
+151,700% +$7.65K ﹤0.01% 6306
2019
Q2 		$0 Hold
1
– – ﹤0.01% 6788
2019
Q1 		$0 Hold
1
– – ﹤0.01% 6750
2018
Q4 		$0 Hold
1
– – ﹤0.01% 6774
2018
Q3 		$0 Hold
1
– – ﹤0.01% 6839
2018
Q2 		$0 Hold
1
– – ﹤0.01% 6775
2018
Q1 		$0 Hold
1
– – ﹤0.01% 6728
2017
Q4 		$0 Buy
+1
New +$10 ﹤0.01% 6684

Other funds holding ISUN

EFM
Eley Financial Management South Burlington, Vermont $277M AUM 20.41% 1-Year Est. Return
TCOV
Trust Company of Vermont Brattleboro, Vermont $2.4B AUM 18.8% 1-Year Est. Return
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

Morgan Stanley's ISUN Position: Q2 2024 in Review

Morgan Stanley sold out of iSun, Inc. Common Stock (ISUN) in Q2 2024, closing a stake of 3,383 shares — an estimated $846 sold.

Morgan Stanley first reported a position in ISUN in Q4 2017 and held it in 22 quarters. The position peaked at $101K in Q1 2021. 4 funds tracked by Wall St. Rank hold ISUN as of Q2 2024.

  • Morgan Stanley reported no remaining iSun, Inc. Common Stock position as of Q2 2024 after selling out during the quarter.
  • Morgan Stanley sold 3,383 iSun, Inc. Common Stock shares in Q2 2024, an estimated $846.
  • Morgan Stanley first reported a position in iSun, Inc. Common Stock in Q4 2017 and held it in 22 quarters.
  • Morgan Stanley's iSun, Inc. Common Stock position peaked at $101K in Q1 2021.
  • 4 funds tracked by Wall St. Rank held iSun, Inc. Common Stock as of Q2 2024.

Based on Morgan Stanley's 13F filing for Q2 2024, filed 14 Aug 2024.