BWP
RUN icon

Baldwin Wealth Partners’s Sunrun RUN Stock Holding History

Baldwin Wealth Partners’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
2022
Q4 		– Sell
-174
Closed -$5K – 820
2022
Q3 		$5K Hold
174
– – ﹤0.01% 567
2022
Q2 		$4K Hold
174
– – ﹤0.01% 613
2022
Q1 		$5K Buy
174
+61
+54% +$1.7K ﹤0.01% 595
2021
Q4 		$4K Hold
113
– – ﹤0.01% 578
2021
Q3 		$5K Sell
113
-27
-19% -$1.29K ﹤0.01% 573
2021
Q2 		$8K Hold
140
– – ﹤0.01% 551
2021
Q1 		$8K Hold
140
– – ﹤0.01% 528
2020
Q4 		$10K Sell
140
-285
-67% -$17.7K ﹤0.01% 457
2020
Q3 		$33K Hold
425
– – ﹤0.01% 341
2020
Q2 		$8K Hold
425
– – ﹤0.01% 444
2020
Q1 		$4K Hold
425
– – ﹤0.01% 484
2019
Q4 		$6K Buy
+425
New +$6.34K ﹤0.01% 476

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
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 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

Baldwin Wealth Partners's RUN Position: Q4 2022 in Review

Baldwin Wealth Partners sold out of Sunrun (RUN) in Q4 2022, closing a stake of 174 shares — an estimated $5K sold.

Baldwin Wealth Partners first reported a position in RUN in Q4 2019 and held it in 12 quarters. The position peaked at $33K in Q3 2020. 449 funds tracked by Wall St. Rank hold RUN as of Q4 2022.

  • Baldwin Wealth Partners reported no remaining Sunrun position as of Q4 2022 after selling out during the quarter.
  • Baldwin Wealth Partners sold 174 Sunrun shares in Q4 2022, an estimated $5K.
  • Baldwin Wealth Partners first reported a position in Sunrun in Q4 2019 and held it in 12 quarters.
  • Baldwin Wealth Partners's Sunrun position peaked at $33K in Q3 2020.
  • 449 funds tracked by Wall St. Rank held Sunrun as of Q4 2022.

Based on Baldwin Wealth Partners's 13F filing for Q4 2022, filed 27 Jan 2023.