SFS
SUNW

Sowell Financial Services’s Sunworks, Inc. SUNW Stock Holding History

Sowell Financial Services’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
Q2 		– Sell
-242
Closed -$2K – 2932
2021
Q1 		$2K Buy
+242
New +$3.57K ﹤0.01% 2869

Other funds holding SUNW

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Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
SC
Sculptor Capital New York $12.3B AUM 40.26% 1-Year Est. Return
HSA
Hussman Strategic Advisors Ellicott City, Maryland $434M AUM 19.64% 1-Year Est. Return
SFI
Susquehanna Fundamental Investments Bala Cynwyd, Pennsylvania $5.32B AUM 30.24% 1-Year Est. Return

Sowell Financial Services's SUNW Position: Q2 2021 in Review

Sowell Financial Services sold out of Sunworks, Inc. (SUNW) in Q2 2021, closing a stake of 242 shares — an estimated $2K sold.

Sowell Financial Services first reported a position in SUNW in Q1 2021 and held it in 1 quarter. The position peaked at $2K in Q1 2021. 39 funds tracked by Wall St. Rank hold SUNW as of Q2 2021.

  • Sowell Financial Services reported no remaining Sunworks, Inc. position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 242 Sunworks, Inc. shares in Q2 2021, an estimated $2K.
  • Sowell Financial Services first reported a position in Sunworks, Inc. in Q1 2021 and held it in 1 quarter.
  • Sowell Financial Services's Sunworks, Inc. position peaked at $2K in Q1 2021.
  • 39 funds tracked by Wall St. Rank held Sunworks, Inc. as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.