BDO Wealth Advisors’s Sunrun RUN Stock Holding History

BDO Wealth Advisors’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 Q2	$3.59K	Hold	201	–	–	﹤0.01%	806
2023 Q1	$4.05K	Sell	201 -361	-64%	-$8.42K	﹤0.01%	822
2022 Q4	$13.5K	Hold	562	–	–	﹤0.01%	643
2022 Q3	$16K	Hold	562	–	–	﹤0.01%	618
2022 Q2	$13K	Hold	562	–	–	﹤0.01%	642
2022 Q1	$17K	Sell	562 -707	-56%	-$19.7K	﹤0.01%	627
2021 Q4	$44K	Hold	1,269	–	–	﹤0.01%	467
2021 Q3	$56K	Hold	1,269	–	–	0.01%	433
2021 Q2	$71K	Hold	1,269	–	–	0.01%	414
2021 Q1	$77K	Buy	+1,269	New	+$88.2K	0.01%	389

Other funds holding RUN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return

BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Greenvale Capital London, United Kingdom $912M AUM 34.2% 1-Year Est. Return

DnB Asset Management Oslo, Norway $28B AUM 26% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BDO Wealth Advisors's RUN Position: Q2 2023 in Review

BDO Wealth Advisors held its Sunrun (RUN) position steady in Q2 2023 at 201 shares worth $3.59K. The position accounts for ﹤0.01% of the portfolio, ranked #806.

BDO Wealth Advisors first reported a position in RUN in Q1 2021 and has held it in 10 quarters since. The position peaked at $77K in Q1 2021. 397 funds tracked by Wall St. Rank hold RUN as of Q2 2023.

BDO Wealth Advisors held 201 shares of Sunrun worth $3.59K as of Q2 2023.
BDO Wealth Advisors left its Sunrun share count unchanged in Q2 2023.
Sunrun made up ﹤0.01% of BDO Wealth Advisors's portfolio in Q2 2023, its #806 holding.
BDO Wealth Advisors first reported a position in Sunrun in Q1 2021 and has held it in 10 quarters since.
BDO Wealth Advisors's Sunrun position peaked at $77K in Q1 2021.
397 funds tracked by Wall St. Rank held Sunrun as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.