BWM
RUN icon

BerganKDV Wealth Management’s Sunrun RUN Stock Holding History

BerganKDV Wealth Management’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
Q2 		– Sell
-21
Closed -$1K – 1056
2022
Q1 		$1K Buy
+21
New +$586 ﹤0.01% 954
2021
Q4 		– Sell
-10
Closed – – 1118
2021
Q3 		$0 Buy
+10
New +$477 ﹤0.01% 1086

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
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
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
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return

BerganKDV Wealth Management's RUN Position: Q2 2022 in Review

BerganKDV Wealth Management sold out of Sunrun (RUN) in Q2 2022, closing a stake of 21 shares — an estimated $1K sold.

BerganKDV Wealth Management first reported a position in RUN in Q3 2021 and held it in 2 quarters. The position peaked at $1K in Q1 2022. 413 funds tracked by Wall St. Rank hold RUN as of Q2 2022.

  • BerganKDV Wealth Management reported no remaining Sunrun position as of Q2 2022 after selling out during the quarter.
  • BerganKDV Wealth Management sold 21 Sunrun shares in Q2 2022, an estimated $1K.
  • BerganKDV Wealth Management first reported a position in Sunrun in Q3 2021 and held it in 2 quarters.
  • BerganKDV Wealth Management's Sunrun position peaked at $1K in Q1 2022.
  • 413 funds tracked by Wall St. Rank held Sunrun as of Q2 2022.

Based on BerganKDV Wealth Management's 13F filing for Q2 2022, filed 13 Jul 2022.