Northwestern Mutual Wealth Management
SUNW

Northwestern Mutual Wealth Management’s Sunworks, Inc. SUNW Stock Holding History

Northwestern Mutual Wealth 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
2023
Q3 		– Sell
-10,000
Closed -$11.3K – 3584
2023
Q2 		$11.3K Hold
10,000
– – ﹤0.01% 2532
2023
Q1 		$14.4K Buy
+10,000
New +$18.8K ﹤0.01% 2373

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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BCM
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State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return

Northwestern Mutual Wealth Management's SUNW Position: Q3 2023 in Review

Northwestern Mutual Wealth Management sold out of Sunworks, Inc. (SUNW) in Q3 2023, closing a stake of 10,000 shares — an estimated $11.3K sold.

Northwestern Mutual Wealth Management first reported a position in SUNW in Q1 2023 and held it in 2 quarters. The position peaked at $14.4K in Q1 2023. 37 funds tracked by Wall St. Rank hold SUNW as of Q3 2023.

  • Northwestern Mutual Wealth Management reported no remaining Sunworks, Inc. position as of Q3 2023 after selling out during the quarter.
  • Northwestern Mutual Wealth Management sold 10,000 Sunworks, Inc. shares in Q3 2023, an estimated $11.3K.
  • Northwestern Mutual Wealth Management first reported a position in Sunworks, Inc. in Q1 2023 and held it in 2 quarters.
  • Northwestern Mutual Wealth Management's Sunworks, Inc. position peaked at $14.4K in Q1 2023.
  • 37 funds tracked by Wall St. Rank held Sunworks, Inc. as of Q3 2023.

Based on Northwestern Mutual Wealth Management's 13F filing for Q3 2023, filed 14 Nov 2023.