OFG
SUNL

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

OTA Financial Group’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
2021
Q2 		– Sell
-1,180
Closed -$246K – 116
2021
Q1 		$246K Buy
+1,180
New +$276K 0.2% 53

Other funds holding SUNL

BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 1-Year Est. Return
DKCM
Davidson Kempner Capital Management New York $7.33B AUM 56.47% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
CCA
Castle Creek Arbitrage Avon, Colorado $425M AUM 7.4% 1-Year Est. Return
SCP
Soroban Capital Partners New York $51.8B AUM 21.41% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
BCM
Beryl Capital Management Redondo Beach, California $110M AUM 317.92% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
GL
Governors Lane New York $1.56B AUM 30.42% 1-Year Est. Return

OTA Financial Group's SUNL Position: Q2 2021 in Review

OTA Financial Group sold out of Sunlight Financial Holdings, Inc. (SUNL) in Q2 2021, closing a stake of 1,180 shares — an estimated $246K sold.

OTA Financial Group first reported a position in SUNL in Q1 2021 and held it in 1 quarter. The position peaked at $246K in Q1 2021. 59 funds tracked by Wall St. Rank hold SUNL as of Q2 2021.

  • OTA Financial Group reported no remaining Sunlight Financial Holdings, Inc. position as of Q2 2021 after selling out during the quarter.
  • OTA Financial Group sold 1,180 Sunlight Financial Holdings, Inc. shares in Q2 2021, an estimated $246K.
  • OTA Financial Group first reported a position in Sunlight Financial Holdings, Inc. in Q1 2021 and held it in 1 quarter.
  • OTA Financial Group's Sunlight Financial Holdings, Inc. position peaked at $246K in Q1 2021.
  • 59 funds tracked by Wall St. Rank held Sunlight Financial Holdings, Inc. as of Q2 2021.

Based on OTA Financial Group's 13F filing for Q2 2021, filed 28 Jul 2021.