National Bank of Canada’s Sunlight Financial Holdings, Inc. SUNL Stock Holding History

National Bank of Canada’s Portfolio SUNL Stock Details SUNL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-165	Closed	-$953	–	2931
2023 Q2	$953	Hold	165	–	–	﹤0.01%	2560
2023 Q1	$1.01K	Hold	165	–	–	﹤0.01%	2528
2022 Q4	$4.21K	Hold	165	–	–	﹤0.01%	2366
2022 Q3	$4K	Hold	165	–	–	﹤0.01%	2415
2022 Q2	$10K	Hold	165	–	–	﹤0.01%	2281
2022 Q1	$17K	Buy	165 +15	+10%	+$1.16K	﹤0.01%	2236
2021 Q4	$14K	Buy	+150	New	+$14.4K	﹤0.01%	2262

Other funds holding SUNL

ECP ControlCo Summit, New Jersey $6.34B AUM 19.72% 1-Year Est. Return

ACA

Arena Capital Advisors Los Angeles, California $208M AUM 11.42% 1-Year Est. Return

AIC

Archer Investment Corporation Carmel, Indiana $508M AUM 24.82% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

TAM

Tucker Asset Management Littleton, Colorado $343M AUM 17.55% 1-Year Est. Return

National Bank of Canada's SUNL Position: Q3 2023 in Review

National Bank of Canada sold out of Sunlight Financial Holdings, Inc. (SUNL) in Q3 2023, closing a stake of 165 shares — an estimated $953 sold.

National Bank of Canada first reported a position in SUNL in Q4 2021 and held it in 7 quarters. The position peaked at $17K in Q1 2022. 5 funds tracked by Wall St. Rank hold SUNL as of Q3 2023.

National Bank of Canada reported no remaining Sunlight Financial Holdings, Inc. position as of Q3 2023 after selling out during the quarter.
National Bank of Canada sold 165 Sunlight Financial Holdings, Inc. shares in Q3 2023, an estimated $953.
National Bank of Canada first reported a position in Sunlight Financial Holdings, Inc. in Q4 2021 and held it in 7 quarters.
National Bank of Canada's Sunlight Financial Holdings, Inc. position peaked at $17K in Q1 2022.
5 funds tracked by Wall St. Rank held Sunlight Financial Holdings, Inc. as of Q3 2023.

Based on National Bank of Canada's 13F filing for Q3 2023, filed 10 Oct 2023.