RJA
SUNL

Raymond James & Associates’s Sunlight Financial Holdings, Inc. SUNL Stock Holding History

Raymond James & Associates’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
2022
Q4 		– Sell
-625
Closed -$16K – 4107
2022
Q3 		$16K Hold
625
– – ﹤0.01% 3813
2022
Q2 		$37K Hold
625
– – ﹤0.01% 3826
2022
Q1 		$63K Buy
625
+50
+9% +$3.88K ﹤0.01% 3894
2021
Q4 		$55K Buy
+575
New +$55.4K ﹤0.01% 3935

Other funds holding SUNL

FMC
FTV Management Company San Francisco, California $541M AUM 34.37% 1-Year Est. Return
AMH
Apollo Management Holdings New York $7.6B AUM 23.97% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
EC
ECP ControlCo Summit, New Jersey $6.34B AUM 19.72% 1-Year Est. Return
AM
Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return
BHMP
Bardin Hill Management Partners New York $80.3M AUM 31.39% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
DRP
Decade Renewable Partners Houston, Texas $126M AUM 11.5% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Raymond James & Associates's SUNL Position: Q4 2022 in Review

Raymond James & Associates sold out of Sunlight Financial Holdings, Inc. (SUNL) in Q4 2022, closing a stake of 625 shares — an estimated $16K sold.

Raymond James & Associates first reported a position in SUNL in Q4 2021 and held it in 4 quarters. The position peaked at $63K in Q1 2022. 70 funds tracked by Wall St. Rank hold SUNL as of Q4 2022.

  • Raymond James & Associates reported no remaining Sunlight Financial Holdings, Inc. position as of Q4 2022 after selling out during the quarter.
  • Raymond James & Associates sold 625 Sunlight Financial Holdings, Inc. shares in Q4 2022, an estimated $16K.
  • Raymond James & Associates first reported a position in Sunlight Financial Holdings, Inc. in Q4 2021 and held it in 4 quarters.
  • Raymond James & Associates's Sunlight Financial Holdings, Inc. position peaked at $63K in Q1 2022.
  • 70 funds tracked by Wall St. Rank held Sunlight Financial Holdings, Inc. as of Q4 2022.

Based on Raymond James & Associates's 13F filing for Q4 2022, filed 8 Feb 2023.