NewEdge Advisors’s Sunlight Financial Holdings, Inc. SUNL Stock Holding History

NewEdge Advisors’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	-10	Closed	-$58	–	3702
2023 Q2	$58	Hold	10	–	–	﹤0.01%	3437
2023 Q1	$62	Hold	10	–	–	﹤0.01%	3355
2022 Q4	$0	Buy	+10	New	+$277	﹤0.01%	4256

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 $469M AUM 19.1% 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

NewEdge Advisors's SUNL Position: Q3 2023 in Review

NewEdge Advisors sold out of Sunlight Financial Holdings, Inc. (SUNL) in Q3 2023, closing a stake of 10 shares — an estimated $58 sold.

NewEdge Advisors first reported a position in SUNL in Q4 2022 and held it in 3 quarters. The position peaked at $62 in Q1 2023. 5 funds tracked by Wall St. Rank hold SUNL as of Q3 2023.

NewEdge Advisors reported no remaining Sunlight Financial Holdings, Inc. position as of Q3 2023 after selling out during the quarter.
NewEdge Advisors sold 10 Sunlight Financial Holdings, Inc. shares in Q3 2023, an estimated $58.
NewEdge Advisors first reported a position in Sunlight Financial Holdings, Inc. in Q4 2022 and held it in 3 quarters.
NewEdge Advisors's Sunlight Financial Holdings, Inc. position peaked at $62 in Q1 2023.
5 funds tracked by Wall St. Rank held Sunlight Financial Holdings, Inc. as of Q3 2023.

Based on NewEdge Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.