WWM
SUNW

Wolff Wiese Magana’s Sunworks, Inc. SUNW Stock Holding History

Wolff Wiese Magana’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
2023
Q1 		– Sell
-100
Closed -$158 – 828
2022
Q4 		$158 Hold
100
– – ﹤0.01% 734
2022
Q3 		$0 Hold
100
– – ﹤0.01% 1003
2022
Q2 		$0 Hold
100
– – ﹤0.01% 1001
2022
Q1 		$0 Hold
100
– – ﹤0.01% 870
2021
Q4 		$0 Hold
100
– – ﹤0.01% 877
2021
Q3 		$1K Hold
100
– – ﹤0.01% 796
2021
Q2 		$1K Hold
100
– – ﹤0.01% 819
2021
Q1 		$1K Hold
100
– – ﹤0.01% 729
2020
Q4 		$1K Buy
+100
New +$388 ﹤0.01% 673

Other funds holding SUNW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
XT
XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
OQS
Occudo Quantitative Strategies Fort Lauderdale, Florida $1.84B AUM 22.15% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Wolff Wiese Magana's SUNW Position: Q1 2023 in Review

Wolff Wiese Magana sold out of Sunworks, Inc. (SUNW) in Q1 2023, closing a stake of 100 shares — an estimated $158 sold.

Wolff Wiese Magana first reported a position in SUNW in Q4 2020 and held it in 9 quarters. The position peaked at $1K in Q3 2021. 39 funds tracked by Wall St. Rank hold SUNW as of Q1 2023.

  • Wolff Wiese Magana reported no remaining Sunworks, Inc. position as of Q1 2023 after selling out during the quarter.
  • Wolff Wiese Magana sold 100 Sunworks, Inc. shares in Q1 2023, an estimated $158.
  • Wolff Wiese Magana first reported a position in Sunworks, Inc. in Q4 2020 and held it in 9 quarters.
  • Wolff Wiese Magana's Sunworks, Inc. position peaked at $1K in Q3 2021.
  • 39 funds tracked by Wall St. Rank held Sunworks, Inc. as of Q1 2023.

Based on Wolff Wiese Magana's 13F filing for Q1 2023, filed 18 Apr 2023.