Simplex Trading’s Sunlight Financial Holdings, Inc. SUNL Stock Holding History

Simplex Trading’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	-1,354	Closed	-$37.5K	–	10866
2022 Q3	$33K	Buy	+1,354	New	+$86.9K	﹤0.01%	6969
2022 Q2	–	Sell	-853	Closed	-$71.1K	–	11490
2022 Q1	$86K	Sell	853 -1,588	-65%	-$123K	﹤0.01%	6372
2021 Q4	$233K	Buy	+2,441	New	+$235K	﹤0.01%	4962
2021 Q2	–	Sell	-2,916	Closed	-$583K	–	10911
2021 Q1	$610K	Buy	+2,916	New	+$683K	﹤0.01%	3084

Other funds holding SUNL

ECP ControlCo Summit, New Jersey $6.34B AUM 19.72% 1-Year Est. Return

ACA

Arena Capital Advisors Los Angeles, California $200M AUM 23.6% 1-Year Est. Return

AIC

Archer Investment Corporation Carmel, Indiana $469M AUM 19.1% 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

Simplex Trading's SUNL Position: Q4 2022 in Review

Simplex Trading sold out of Sunlight Financial Holdings, Inc. (SUNL) in Q4 2022, closing a stake of 1,354 shares — an estimated $37.5K sold.

Simplex Trading first reported a position in SUNL in Q1 2021 and held it in 4 quarters. The position peaked at $610K in Q1 2021. 70 funds tracked by Wall St. Rank hold SUNL as of Q4 2022.

Simplex Trading reported no remaining Sunlight Financial Holdings, Inc. position as of Q4 2022 after selling out during the quarter.
Simplex Trading sold 1,354 Sunlight Financial Holdings, Inc. shares in Q4 2022, an estimated $37.5K.
Simplex Trading first reported a position in Sunlight Financial Holdings, Inc. in Q1 2021 and held it in 4 quarters.
Simplex Trading's Sunlight Financial Holdings, Inc. position peaked at $610K in Q1 2021.
70 funds tracked by Wall St. Rank held Sunlight Financial Holdings, Inc. as of Q4 2022.

Based on Simplex Trading's 13F filing for Q4 2022, filed 2 Feb 2023.