Wells Fargo
ISUN

Wells Fargo’s iSun, Inc. Common Stock ISUN Stock Holding History

Wells Fargo’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
2024
Q2 		– Sell
-318
Closed -$80 – 7682
2024
Q1 		$80 Sell
318
-29,251
-99% -$6.2K ﹤0.01% 6719
2023
Q4 		$9.26K Buy
29,569
+26
+0.1% +$5 ﹤0.01% 5857
2023
Q3 		$6.64K Buy
29,543
+28,441
+2,581% +$9.77K ﹤0.01% 5903
2023
Q2 		$441 Buy
1,102
+32
+3% +$19 ﹤0.01% 6514
2023
Q1 		$1.1K Buy
1,070
+3
+0.3% +$4 ﹤0.01% 6352
2022
Q4 		$1.43K Buy
1,067
+4
+0.4% +$7 ﹤0.01% 6087
2022
Q3 		$2K Sell
1,063
-7
-0.7% -$22 ﹤0.01% 6224
2022
Q2 		$3K Buy
1,070
+20
+2% +$67 ﹤0.01% 6251
2022
Q1 		$4K Sell
1,050
-485
-32% -$2.46K ﹤0.01% 6548
2021
Q4 		$9K Buy
1,535
+302
+24% +$2.29K ﹤0.01% 6598
2021
Q3 		$10K Sell
1,233
-1,006
-45% -$9.03K ﹤0.01% 6213
2021
Q2 		$25K Sell
2,239
-5,384
-71% -$57.1K ﹤0.01% 5819
2021
Q1 		$101K Buy
7,623
+7,602
+36,200% +$124K ﹤0.01% 5481
2020
Q4 		$0 Hold
21
– – ﹤0.01% 7182
2020
Q3 		$0 Sell
21
-2
-9% -$8 ﹤0.01% 7070
2020
Q2 		$0 Hold
23
– – ﹤0.01% 6980
2020
Q1 		$0 Buy
+23
New +$79 ﹤0.01% 6975

Other funds holding ISUN

EFM
Eley Financial Management South Burlington, Vermont $277M AUM 20.41% 1-Year Est. Return
TCOV
Trust Company of Vermont Brattleboro, Vermont $2.4B AUM 18.8% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Wells Fargo's ISUN Position: Q2 2024 in Review

Wells Fargo sold out of iSun, Inc. Common Stock (ISUN) in Q2 2024, closing a stake of 318 shares — an estimated $80 sold.

Wells Fargo first reported a position in ISUN in Q1 2020 and held it in 17 quarters. The position peaked at $101K in Q1 2021. 4 funds tracked by Wall St. Rank hold ISUN as of Q2 2024.

  • Wells Fargo reported no remaining iSun, Inc. Common Stock position as of Q2 2024 after selling out during the quarter.
  • Wells Fargo sold 318 iSun, Inc. Common Stock shares in Q2 2024, an estimated $80.
  • Wells Fargo first reported a position in iSun, Inc. Common Stock in Q1 2020 and held it in 17 quarters.
  • Wells Fargo's iSun, Inc. Common Stock position peaked at $101K in Q1 2021.
  • 4 funds tracked by Wall St. Rank held iSun, Inc. Common Stock as of Q2 2024.

Based on Wells Fargo's 13F filing for Q2 2024, filed 13 Aug 2024.