Simplex Trading
SUNL

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
2023
Q3 		– Sell
-1,325
Closed -$7K – 10289
2023
Q2 		$7K Sell
1,325
-1,145
-46% -$8.69K ﹤0.01% 7742
2023
Q1 		$15K Sell
2,470
-1,135
-31% -$25K ﹤0.01% 7223
2022
Q4 		$93K Buy
3,605
+3,090
+600% +$85.5K ﹤0.01% 5178
2022
Q3 		$12K Sell
515
-1,015
-66% -$65.2K ﹤0.01% 8114
2022
Q2 		$90K Buy
1,530
+155
+11% +$12.9K ﹤0.01% 5714
2022
Q1 		$138K Sell
1,375
-3,480
-72% -$270K ﹤0.01% 5695
2021
Q4 		$464K Buy
+4,855
New +$467K ﹤0.01% 3918
2021
Q3 		– Sell
-6,045
Closed -$101K – 9937
2021
Q2 		$101K Buy
6,045
+6,030
+40,200% +$1.21M ﹤0.01% 6719
2021
Q1 		$303K Buy
+15
New +$3.51K ﹤0.01% 4133

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 $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.