Wells Fargo
SUNL

Wells Fargo’s Sunlight Financial Holdings, Inc. SUNL Stock Holding History

Wells Fargo’s Portfolio SUNL Stock Details SUNL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-14
Closed -$80 – 7755
2023
Q2 		$80 Sell
14
-200
-93% -$1.52K ﹤0.01% 6925
2023
Q1 		$1.33K Buy
+214
New +$4.71K ﹤0.01% 6303
2022
Q4 		– Sell
-8
Closed – – 7832
2022
Q3 		$0 Sell
8
-12
-60% -$770 ﹤0.01% 7708
2022
Q2 		$1K Buy
20
+9
+82% +$750 ﹤0.01% 6684
2022
Q1 		$1K Sell
11
-103
-90% -$7.98K ﹤0.01% 6909
2021
Q4 		$11K Buy
114
+103
+936% +$9.92K ﹤0.01% 6512
2021
Q3 		$1K Sell
11
-2,293
-100% -$324K ﹤0.01% 6854
2021
Q2 		$460K Sell
2,304
-1,089
-32% -$218K ﹤0.01% 4667
2021
Q1 		$710K Buy
+3,393
New +$794K ﹤0.01% 4477

Other funds holding SUNL

EC
ECP ControlCo Summit, New Jersey $6.34B AUM 19.72% 1-Year Est. Return
ACA
Arena Capital Advisors Los Angeles, California $208M AUM 11.42% 1-Year Est. Return
AIC
Archer Investment Corporation Carmel, Indiana $469M AUM 19.1% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
TAM
Tucker Asset Management Littleton, Colorado $343M AUM 17.55% 1-Year Est. Return

Wells Fargo's SUNL Position: Q3 2023 in Review

Wells Fargo sold out of Sunlight Financial Holdings, Inc. (SUNL) in Q3 2023, closing a stake of 14 shares — an estimated $80 sold.

Wells Fargo first reported a position in SUNL in Q1 2021 and held it in 9 quarters. The position peaked at $710K in Q1 2021. 5 funds tracked by Wall St. Rank hold SUNL as of Q3 2023.

  • Wells Fargo reported no remaining Sunlight Financial Holdings, Inc. position as of Q3 2023 after selling out during the quarter.
  • Wells Fargo sold 14 Sunlight Financial Holdings, Inc. shares in Q3 2023, an estimated $80.
  • Wells Fargo first reported a position in Sunlight Financial Holdings, Inc. in Q1 2021 and held it in 9 quarters.
  • Wells Fargo's Sunlight Financial Holdings, Inc. position peaked at $710K in Q1 2021.
  • 5 funds tracked by Wall St. Rank held Sunlight Financial Holdings, Inc. as of Q3 2023.

Based on Wells Fargo's 13F filing for Q3 2023, filed 13 Nov 2023.