RJA
SUNW

Raymond James & Associates’s Sunworks, Inc. SUNW Stock Holding History

Raymond James & Associates’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
2021
Q3 		– Sell
-15,600
Closed -$164K – 4289
2021
Q2 		$164K Buy
+15,600
New +$161K ﹤0.01% 3736

Other funds holding SUNW

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Raymond James & Associates's SUNW Position: Q3 2021 in Review

Raymond James & Associates sold out of Sunworks, Inc. (SUNW) in Q3 2021, closing a stake of 15,600 shares — an estimated $164K sold.

Raymond James & Associates first reported a position in SUNW in Q2 2021 and held it in 1 quarter. The position peaked at $164K in Q2 2021. 46 funds tracked by Wall St. Rank hold SUNW as of Q3 2021.

  • Raymond James & Associates reported no remaining Sunworks, Inc. position as of Q3 2021 after selling out during the quarter.
  • Raymond James & Associates sold 15,600 Sunworks, Inc. shares in Q3 2021, an estimated $164K.
  • Raymond James & Associates first reported a position in Sunworks, Inc. in Q2 2021 and held it in 1 quarter.
  • Raymond James & Associates's Sunworks, Inc. position peaked at $164K in Q2 2021.
  • 46 funds tracked by Wall St. Rank held Sunworks, Inc. as of Q3 2021.

Based on Raymond James & Associates's 13F filing for Q3 2021, filed 2 Nov 2021.