Rational Advisors’s Sunworks, Inc. SUNW Stock Holding History

Rational Advisors’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	-1,076	Closed	-$1.22K	–	295
2023 Q3	$1.22K	Hold	1,076	–	–	﹤0.01%	270
2023 Q2	$1.22K	Hold	1,076	–	–	﹤0.01%	262
2023 Q1	$1.55K	Hold	1,076	–	–	﹤0.01%	259
2022 Q4	$1.7K	Hold	1,076	–	–	﹤0.01%	237
2022 Q3	$3K	Buy	1,076 +1	+0.1%	+$3	﹤0.01%	239
2022 Q2	$2K	Buy	1,075 +27	+3%	+$51	﹤0.01%	246
2022 Q1	$3K	Buy	+1,048	New	+$2.65K	﹤0.01%	253

Other funds holding SUNW

CCM

Connective Capital Management Palo Alto, California $121M AUM 39.82% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

BCM

Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

MCM

MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Rational Advisors's SUNW Position: Q4 2023 in Review

Rational Advisors sold out of Sunworks, Inc. (SUNW) in Q4 2023, closing a stake of 1,076 shares — an estimated $1.22K sold.

Rational Advisors first reported a position in SUNW in Q1 2022 and held it in 7 quarters. The position peaked at $3K in Q3 2022. 31 funds tracked by Wall St. Rank hold SUNW as of Q4 2023.

Rational Advisors reported no remaining Sunworks, Inc. position as of Q4 2023 after selling out during the quarter.
Rational Advisors sold 1,076 Sunworks, Inc. shares in Q4 2023, an estimated $1.22K.
Rational Advisors first reported a position in Sunworks, Inc. in Q1 2022 and held it in 7 quarters.
Rational Advisors's Sunworks, Inc. position peaked at $3K in Q3 2022.
31 funds tracked by Wall St. Rank held Sunworks, Inc. as of Q4 2023.

Based on Rational Advisors's 13F filing for Q4 2023, filed 14 Feb 2024.