Raymond James Financial Services Advisors’s iSun, Inc. Common Stock ISUN Stock Holding History

Raymond James Financial Services Advisors’s Portfolio ISUN Stock Details ISUN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-27,364	Closed	-$28.2K	–	3389
2023 Q1	$28.2K	Hold	27,364	–	–	﹤0.01%	3163
2022 Q4	$36.7K	Hold	27,364	–	–	﹤0.01%	3107
2022 Q3	$60K	Hold	27,364	–	–	﹤0.01%	3066
2022 Q2	$89K	Sell	27,364 -1,770	-6%	-$5.96K	﹤0.01%	3033
2022 Q1	$119K	Hold	29,134	–	–	﹤0.01%	3081
2021 Q4	$174K	Sell	29,134 -1,000	-3%	-$7.59K	﹤0.01%	3023
2021 Q3	$250K	Buy	30,134 +3,260	+12%	+$29.3K	﹤0.01%	2819
2021 Q2	$306K	Buy	26,874 +4,932	+22%	+$52.3K	﹤0.01%	2711
2021 Q1	$293K	Buy	21,942 +4,000	+22%	+$65.1K	﹤0.01%	2642
2020 Q4	$107K	Buy	+17,942	New	+$124K	﹤0.01%	2853

Other funds holding ISUN

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

Veracity Capital Atlanta, Georgia $370M AUM 45.62% 1-Year Est. Return

EIM

Essex Investment Management Boston, Massachusetts $632M AUM 95.36% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

AFM

Anson Funds Management Dallas, Texas $2.29B AUM 370.24% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Squarepoint New York $85.1B AUM 20.93% 1-Year Est. Return

CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Raymond James Financial Services Advisors's ISUN Position: Q2 2023 in Review

Raymond James Financial Services Advisors sold out of iSun, Inc. Common Stock (ISUN) in Q2 2023, closing a stake of 27,364 shares — an estimated $28.2K sold.

Raymond James Financial Services Advisors first reported a position in ISUN in Q4 2020 and held it in 10 quarters. The position peaked at $306K in Q2 2021. 33 funds tracked by Wall St. Rank hold ISUN as of Q2 2023.

Raymond James Financial Services Advisors reported no remaining iSun, Inc. Common Stock position as of Q2 2023 after selling out during the quarter.
Raymond James Financial Services Advisors sold 27,364 iSun, Inc. Common Stock shares in Q2 2023, an estimated $28.2K.
Raymond James Financial Services Advisors first reported a position in iSun, Inc. Common Stock in Q4 2020 and held it in 10 quarters.
Raymond James Financial Services Advisors's iSun, Inc. Common Stock position peaked at $306K in Q2 2021.
33 funds tracked by Wall St. Rank held iSun, Inc. Common Stock as of Q2 2023.

Based on Raymond James Financial Services Advisors's 13F filing for Q2 2023, filed 25 Jul 2023.