Osaic Holdings
SUNL

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

Osaic Holdings’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
-234
Closed -$1.35K – 7637
2023
Q2 		$1.35K Buy
234
+58
+33% +$440 ﹤0.01% 6788
2023
Q1 		$1.1K Sell
176
-3
-2% -$66 ﹤0.01% 6919
2022
Q4 		$4K Buy
179
+25
+16% +$692 ﹤0.01% 6453
2022
Q3 		$4K Hold
154
– – ﹤0.01% 6553
2022
Q2 		$9K Sell
154
-45
-23% -$3.75K ﹤0.01% 6199
2022
Q1 		$20K Hold
199
– – ﹤0.01% 5707
2021
Q4 		$19K Buy
199
+28
+16% +$2.7K ﹤0.01% 5840
2021
Q3 		$18K Buy
171
+131
+328% +$18.5K ﹤0.01% 5864
2021
Q2 		$8K Sell
40
-61
-60% -$12.2K ﹤0.01% 6225
2021
Q1 		$21K Buy
+101
New +$23.6K ﹤0.01% 5451

Other funds holding SUNL

EC
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

Osaic Holdings's SUNL Position: Q3 2023 in Review

Osaic Holdings sold out of Sunlight Financial Holdings, Inc. (SUNL) in Q3 2023, closing a stake of 234 shares — an estimated $1.35K sold.

Osaic Holdings first reported a position in SUNL in Q1 2021 and held it in 10 quarters. The position peaked at $21K in Q1 2021. 5 funds tracked by Wall St. Rank hold SUNL as of Q3 2023.

  • Osaic Holdings reported no remaining Sunlight Financial Holdings, Inc. position as of Q3 2023 after selling out during the quarter.
  • Osaic Holdings sold 234 Sunlight Financial Holdings, Inc. shares in Q3 2023, an estimated $1.35K.
  • Osaic Holdings first reported a position in Sunlight Financial Holdings, Inc. in Q1 2021 and held it in 10 quarters.
  • Osaic Holdings's Sunlight Financial Holdings, Inc. position peaked at $21K in Q1 2021.
  • 5 funds tracked by Wall St. Rank held Sunlight Financial Holdings, Inc. as of Q3 2023.

Based on Osaic Holdings's 13F filing for Q3 2023, filed 13 Nov 2023.