Royal Bank of Canada
SUNL

Royal Bank of Canada’s Sunlight Financial Holdings, Inc. SUNL Stock Holding History

Royal Bank of Canada’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
2023
Q3 		– Sell
-328
Closed -$2K – 7906
2023
Q2 		$2K Sell
328
-39
-11% -$296 ﹤0.01% 6937
2023
Q1 		$2K Buy
367
+64
+21% +$1.41K ﹤0.01% 6837
2022
Q4 		$7K Buy
303
+187
+161% +$5.18K ﹤0.01% 6672
2022
Q3 		$2K Sell
116
-86
-43% -$5.52K ﹤0.01% 7106
2022
Q2 		$11K Buy
202
+128
+173% +$10.7K ﹤0.01% 6364
2022
Q1 		$7K Buy
+74
New +$5.74K ﹤0.01% 7152
2021
Q4 		– Sell
-20
Closed -$2K – 8043
2021
Q3 		$2K Sell
20
-5
-20% -$707 ﹤0.01% 7389
2021
Q2 		$5K Buy
25
+5
+25% +$1K ﹤0.01% 7087
2021
Q1 		$4K Buy
+20
New +$4.68K ﹤0.01% 7125

Other funds holding SUNL

EC
ECP ControlCo Summit, New Jersey $6.34B AUM 19.72% 1-Year Est. Return
ACA
Arena Capital Advisors Los Angeles, California $208M AUM 11.42% 1-Year Est. Return
AIC
Archer Investment Corporation Carmel, Indiana $508M AUM 24.82% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
TAM
Tucker Asset Management Littleton, Colorado $343M AUM 17.55% 1-Year Est. Return

Royal Bank of Canada's SUNL Position: Q3 2023 in Review

Royal Bank of Canada sold out of Sunlight Financial Holdings, Inc. (SUNL) in Q3 2023, closing a stake of 328 shares — an estimated $2K sold.

Royal Bank of Canada first reported a position in SUNL in Q1 2021 and held it in 9 quarters. The position peaked at $11K in Q2 2022. 5 funds tracked by Wall St. Rank hold SUNL as of Q3 2023.

  • Royal Bank of Canada reported no remaining Sunlight Financial Holdings, Inc. position as of Q3 2023 after selling out during the quarter.
  • Royal Bank of Canada sold 328 Sunlight Financial Holdings, Inc. shares in Q3 2023, an estimated $2K.
  • Royal Bank of Canada first reported a position in Sunlight Financial Holdings, Inc. in Q1 2021 and held it in 9 quarters.
  • Royal Bank of Canada's Sunlight Financial Holdings, Inc. position peaked at $11K in Q2 2022.
  • 5 funds tracked by Wall St. Rank held Sunlight Financial Holdings, Inc. as of Q3 2023.

Based on Royal Bank of Canada's 13F filing for Q3 2023, filed 14 Nov 2023.