UCFA
ISUN

United Capital Financial Advisors’s iSun, Inc. Common Stock ISUN Stock Holding History

United Capital Financial Advisors’s Portfolio ISUN Stock Details ISUN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-228,001
Closed -$306K – 1091
2022
Q4 		$306K Buy
+228,001
New +$421K ﹤0.01% 882

Other funds holding ISUN

EIM
Essex Investment Management Boston, Massachusetts $632M AUM 95.36% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
VC
Veracity Capital Atlanta, Georgia $370M AUM 45.62% 1-Year Est. Return
LCM
Legato Capital Management San Francisco, California $1.21B AUM 82.36% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 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 $1.61T AUM 30.72% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

United Capital Financial Advisors's ISUN Position: Q1 2023 in Review

United Capital Financial Advisors sold out of iSun, Inc. Common Stock (ISUN) in Q1 2023, closing a stake of 228,001 shares — an estimated $306K sold.

United Capital Financial Advisors first reported a position in ISUN in Q4 2022 and held it in 1 quarter. The position peaked at $306K in Q4 2022. 29 funds tracked by Wall St. Rank hold ISUN as of Q1 2023.

  • United Capital Financial Advisors reported no remaining iSun, Inc. Common Stock position as of Q1 2023 after selling out during the quarter.
  • United Capital Financial Advisors sold 228,001 iSun, Inc. Common Stock shares in Q1 2023, an estimated $306K.
  • United Capital Financial Advisors first reported a position in iSun, Inc. Common Stock in Q4 2022 and held it in 1 quarter.
  • United Capital Financial Advisors's iSun, Inc. Common Stock position peaked at $306K in Q4 2022.
  • 29 funds tracked by Wall St. Rank held iSun, Inc. Common Stock as of Q1 2023.

Based on United Capital Financial Advisors's 13F filing for Q1 2023, filed 15 May 2023.