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
2022
Q4 		– Sell
-635
Closed -$15K – 10867
2022
Q3 		$15K Buy
635
+170
+37% +$10.9K ﹤0.01% 7866
2022
Q2 		$27K Sell
465
-5
-1% -$417 ﹤0.01% 7275
2022
Q1 		$47K Sell
470
-185
-28% -$14.3K ﹤0.01% 7228
2021
Q4 		$62K Buy
+655
New +$63.1K ﹤0.01% 6955
2021
Q3 		– Sell
-1,905
Closed -$53K – 9938
2021
Q2 		$53K Buy
1,905
+1,799
+1,697% +$360K ﹤0.01% 7588
2021
Q1 		$2.22M Buy
+106
New +$24.8K ﹤0.01% 1496

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.