WAP
ISUN

Wealthcare Advisory Partners’s iSun, Inc. Common Stock ISUN Stock Holding History

Wealthcare Advisory Partners’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
2021
Q2 		– Sell
-321
Closed -$4K – 1976
2021
Q1 		$4K Buy
+321
New +$5.22K ﹤0.01% 1743

Other funds holding ISUN

VC
Veracity Capital Atlanta, Georgia $370M AUM 45.62% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FIA
FNY Investment Advisers New York $278M AUM 98.95% 1-Year Est. Return
CAN
Claraphi Advisory Network Aliso Viejo, United States $251M AUM 9.29% 1-Year Est. Return
EIM
Essex Investment Management Boston, Massachusetts $632M AUM 95.36% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
SFI
Susquehanna Fundamental Investments Bala Cynwyd, Pennsylvania $2.67B AUM 21.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wealthcare Advisory Partners's ISUN Position: Q2 2021 in Review

Wealthcare Advisory Partners sold out of iSun, Inc. Common Stock (ISUN) in Q2 2021, closing a stake of 321 shares — an estimated $4K sold.

Wealthcare Advisory Partners first reported a position in ISUN in Q1 2021 and held it in 1 quarter. The position peaked at $4K in Q1 2021. 18 funds tracked by Wall St. Rank hold ISUN as of Q2 2021.

  • Wealthcare Advisory Partners reported no remaining iSun, Inc. Common Stock position as of Q2 2021 after selling out during the quarter.
  • Wealthcare Advisory Partners sold 321 iSun, Inc. Common Stock shares in Q2 2021, an estimated $4K.
  • Wealthcare Advisory Partners first reported a position in iSun, Inc. Common Stock in Q1 2021 and held it in 1 quarter.
  • Wealthcare Advisory Partners's iSun, Inc. Common Stock position peaked at $4K in Q1 2021.
  • 18 funds tracked by Wall St. Rank held iSun, Inc. Common Stock as of Q2 2021.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2021, filed 16 Aug 2021.