AWS
RUN icon

Atria Wealth Solutions’s Sunrun RUN Stock Holding History

Atria Wealth Solutions’s Portfolio RUN Stock Details RUN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-27,074
Closed -$340K – 2011
2023
Q3 		$340K Buy
+27,074
New +$445K ﹤0.01% 1338
2023
Q1 		– Sell
-15,389
Closed -$370K – 1942
2022
Q4 		$370K Sell
15,389
-1,516
-9% -$40.5K 0.01% 1244
2022
Q3 		$466K Sell
16,905
-6,257
-27% -$195K 0.01% 1065
2022
Q2 		$541K Buy
23,162
+13,713
+145% +$329K 0.01% 930
2022
Q1 		$287K Buy
+9,449
New +$264K ﹤0.01% 1343

Other funds holding RUN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Greenvale Capital London, United Kingdom $912M AUM 34.2% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Atria Wealth Solutions's RUN Position: Q4 2023 in Review

Atria Wealth Solutions sold out of Sunrun (RUN) in Q4 2023, closing a stake of 27,074 shares — an estimated $340K sold.

Atria Wealth Solutions first reported a position in RUN in Q1 2022 and held it in 5 quarters. The position peaked at $541K in Q2 2022. 401 funds tracked by Wall St. Rank hold RUN as of Q4 2023.

  • Atria Wealth Solutions reported no remaining Sunrun position as of Q4 2023 after selling out during the quarter.
  • Atria Wealth Solutions sold 27,074 Sunrun shares in Q4 2023, an estimated $340K.
  • Atria Wealth Solutions first reported a position in Sunrun in Q1 2022 and held it in 5 quarters.
  • Atria Wealth Solutions's Sunrun position peaked at $541K in Q2 2022.
  • 401 funds tracked by Wall St. Rank held Sunrun as of Q4 2023.

Based on Atria Wealth Solutions's 13F filing for Q4 2023, filed 2 Feb 2024.