SS
SUNW

Sunbelt Securities’s Sunworks, Inc. SUNW Stock Holding History

Sunbelt Securities’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
Q4 		– Sell
-35,500
Closed -$291K – 520
2021
Q3 		$291K Hold
35,500
– – 0.05% 358
2021
Q2 		$291K Sell
35,500
-1,000
-3% -$10.3K 0.05% 358
2021
Q1 		$536K Buy
+36,500
New +$538K 0.11% 224

Other funds holding SUNW

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Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return
EGM
Engineers Gate Manager New York $8B AUM 17.32% 1-Year Est. Return

Sunbelt Securities's SUNW Position: Q4 2021 in Review

Sunbelt Securities sold out of Sunworks, Inc. (SUNW) in Q4 2021, closing a stake of 35,500 shares — an estimated $291K sold.

Sunbelt Securities first reported a position in SUNW in Q1 2021 and held it in 3 quarters. The position peaked at $536K in Q1 2021. 46 funds tracked by Wall St. Rank hold SUNW as of Q4 2021.

  • Sunbelt Securities reported no remaining Sunworks, Inc. position as of Q4 2021 after selling out during the quarter.
  • Sunbelt Securities sold 35,500 Sunworks, Inc. shares in Q4 2021, an estimated $291K.
  • Sunbelt Securities first reported a position in Sunworks, Inc. in Q1 2021 and held it in 3 quarters.
  • Sunbelt Securities's Sunworks, Inc. position peaked at $536K in Q1 2021.
  • 46 funds tracked by Wall St. Rank held Sunworks, Inc. as of Q4 2021.

Based on Sunbelt Securities's 13F filing for Q4 2021, filed 14 Feb 2022.