BWA
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Blodgett Wealth Advisors’s Sunrun RUN Stock Holding History

Blodgett 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
Q3 		– Sell
-12,898
Closed -$230K – 64
2023
Q2 		$230K Sell
12,898
-775
-6% -$14.4K 0.24% 53
2023
Q1 		$276K Hold
13,673
– – 0.32% 49
2022
Q4 		$328K Hold
13,673
– – 0.4% 44
2022
Q3 		$377K Hold
13,673
– – 0.45% 42
2022
Q2 		$319K Buy
+13,673
New +$328K 0.35% 48

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
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 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
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
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
DnB Asset Management
DnB Asset Management Oslo, Norway $28B AUM 26% 1-Year Est. Return

Blodgett Wealth Advisors's RUN Position: Q3 2023 in Review

Blodgett Wealth Advisors sold out of Sunrun (RUN) in Q3 2023, closing a stake of 12,898 shares — an estimated $230K sold.

Blodgett Wealth Advisors first reported a position in RUN in Q2 2022 and held it in 5 quarters. The position peaked at $377K in Q3 2022. 394 funds tracked by Wall St. Rank hold RUN as of Q3 2023.

  • Blodgett Wealth Advisors reported no remaining Sunrun position as of Q3 2023 after selling out during the quarter.
  • Blodgett Wealth Advisors sold 12,898 Sunrun shares in Q3 2023, an estimated $230K.
  • Blodgett Wealth Advisors first reported a position in Sunrun in Q2 2022 and held it in 5 quarters.
  • Blodgett Wealth Advisors's Sunrun position peaked at $377K in Q3 2022.
  • 394 funds tracked by Wall St. Rank held Sunrun as of Q3 2023.

Based on Blodgett Wealth Advisors's 13F filing for Q3 2023, filed 30 Oct 2023.