AWE
RUN icon

Avidian Wealth Enterprises’s Sunrun RUN Stock Holding History

Avidian Wealth Enterprises’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
Q1 		– Sell
-9,800
Closed -$235K – 500
2022
Q4 		$235K Sell
9,800
-2,500
-20% -$66.7K 0.02% 402
2022
Q3 		$339K Buy
12,300
+3,300
+37% +$103K 0.02% 302
2022
Q2 		$210K Hold
9,000
– – 0.01% 413
2022
Q1 		$273K Buy
9,000
+1,300
+17% +$36.3K 0.02% 408
2021
Q4 		$264K Hold
7,700
– – 0.02% 436
2021
Q3 		$339K Buy
+7,700
New +$367K 0.03% 280
2021
Q1 		– Sell
-3,000
Closed -$208K – 393
2020
Q4 		$208K Buy
+3,000
New +$186K 0.02% 299

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
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 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
GC
Greenvale Capital London, United Kingdom $912M AUM 34.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Avidian Wealth Enterprises's RUN Position: Q1 2023 in Review

Avidian Wealth Enterprises sold out of Sunrun (RUN) in Q1 2023, closing a stake of 9,800 shares — an estimated $235K sold.

Avidian Wealth Enterprises first reported a position in RUN in Q4 2020 and held it in 7 quarters. The position peaked at $339K in Q3 2022. 409 funds tracked by Wall St. Rank hold RUN as of Q1 2023.

  • Avidian Wealth Enterprises reported no remaining Sunrun position as of Q1 2023 after selling out during the quarter.
  • Avidian Wealth Enterprises sold 9,800 Sunrun shares in Q1 2023, an estimated $235K.
  • Avidian Wealth Enterprises first reported a position in Sunrun in Q4 2020 and held it in 7 quarters.
  • Avidian Wealth Enterprises's Sunrun position peaked at $339K in Q3 2022.
  • 409 funds tracked by Wall St. Rank held Sunrun as of Q1 2023.

Based on Avidian Wealth Enterprises's 13F filing for Q1 2023, filed 8 May 2023.