National Bank of Canada
SUNW

National Bank of Canada’s Sunworks, Inc. SUNW Stock Holding History

National Bank of Canada’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
2023
Q4 		– Sell
-15,000
Closed -$7.8K – 2930
2023
Q3 		$7.8K Buy
+15,000
New +$16.1K ﹤0.01% 2255

Other funds holding SUNW

CCM
Connective Capital Management Palo Alto, California $121M AUM 39.82% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

National Bank of Canada's SUNW Position: Q4 2023 in Review

National Bank of Canada sold out of Sunworks, Inc. (SUNW) in Q4 2023, closing a stake of 15,000 shares — an estimated $7.8K sold.

National Bank of Canada first reported a position in SUNW in Q3 2023 and held it in 1 quarter. The position peaked at $7.8K in Q3 2023. 31 funds tracked by Wall St. Rank hold SUNW as of Q4 2023.

  • National Bank of Canada reported no remaining Sunworks, Inc. position as of Q4 2023 after selling out during the quarter.
  • National Bank of Canada sold 15,000 Sunworks, Inc. shares in Q4 2023, an estimated $7.8K.
  • National Bank of Canada first reported a position in Sunworks, Inc. in Q3 2023 and held it in 1 quarter.
  • National Bank of Canada's Sunworks, Inc. position peaked at $7.8K in Q3 2023.
  • 31 funds tracked by Wall St. Rank held Sunworks, Inc. as of Q4 2023.

Based on National Bank of Canada's 13F filing for Q4 2023, filed 6 Feb 2024.