Retirement Group’s Sunworks, Inc. SUNW Stock Holding History

Retirement Group’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 Q1	–	Sell	-600	Closed	-$3K	–	801
2020 Q4	$3K	Buy	+600	New	+$2.33K	﹤0.01%	564

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

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

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

Sculptor Capital New York $9.61B AUM 27.49% 1-Year Est. Return

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

Retirement Group's SUNW Position: Q1 2021 in Review

Retirement Group sold out of Sunworks, Inc. (SUNW) in Q1 2021, closing a stake of 600 shares — an estimated $3K sold.

Retirement Group first reported a position in SUNW in Q4 2020 and held it in 1 quarter. The position peaked at $3K in Q4 2020. 42 funds tracked by Wall St. Rank hold SUNW as of Q1 2021.

Retirement Group reported no remaining Sunworks, Inc. position as of Q1 2021 after selling out during the quarter.
Retirement Group sold 600 Sunworks, Inc. shares in Q1 2021, an estimated $3K.
Retirement Group first reported a position in Sunworks, Inc. in Q4 2020 and held it in 1 quarter.
Retirement Group's Sunworks, Inc. position peaked at $3K in Q4 2020.
42 funds tracked by Wall St. Rank held Sunworks, Inc. as of Q1 2021.

Based on Retirement Group's 13F filing for Q1 2021, filed 4 May 2021.