BWL
RUN icon

Bogart Wealth LLC’s Sunrun RUN Stock Holding History

Bogart Wealth LLC’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
2024
Q4 		– Sell
-15
Closed -$271 – 1368
2024
Q3 		$271 Hold
15
– – ﹤0.01% 1090
2024
Q2 		$178 Hold
15
– – ﹤0.01% 1089
2024
Q1 		$198 Hold
15
– – ﹤0.01% 1045
2023
Q4 		$294 Sell
15
-50
-77% -$634 ﹤0.01% 1021
2023
Q3 		$816 Hold
65
– – ﹤0.01% 976
2023
Q2 		$1.16K Sell
65
-227
-78% -$4.22K ﹤0.01% 939
2023
Q1 		$5.88K Buy
292
+76
+35% +$1.77K ﹤0.01% 681
2022
Q4 		$5.19K Buy
216
+166
+332% +$4.43K ﹤0.01% 657
2022
Q3 		$1K Hold
50
– – ﹤0.01% 937
2022
Q2 		$1K Hold
50
– – ﹤0.01% 859
2022
Q1 		$2K Sell
50
-150
-75% -$4.18K ﹤0.01% 695
2021
Q4 		$7K Buy
+200
New +$9.36K ﹤0.01% 518
2021
Q2 		– Sell
-110
Closed -$7K – 722
2021
Q1 		$7K Hold
110
– – ﹤0.01% 447
2020
Q4 		$7K Buy
+110
New +$6.83K ﹤0.01% 360

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
GC
Greenvale Capital London, United Kingdom $912M AUM 34.2% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SC
Sylebra Capital Palo Alto, California $774M AUM 56.69% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bogart Wealth LLC's RUN Position: Q4 2024 in Review

Bogart Wealth LLC sold out of Sunrun (RUN) in Q4 2024, closing a stake of 15 shares — an estimated $271 sold.

Bogart Wealth LLC first reported a position in RUN in Q4 2020 and held it in 14 quarters. The position peaked at $7K in Q4 2021. 397 funds tracked by Wall St. Rank hold RUN as of Q4 2024.

  • Bogart Wealth LLC reported no remaining Sunrun position as of Q4 2024 after selling out during the quarter.
  • Bogart Wealth LLC sold 15 Sunrun shares in Q4 2024, an estimated $271.
  • Bogart Wealth LLC first reported a position in Sunrun in Q4 2020 and held it in 14 quarters.
  • Bogart Wealth LLC's Sunrun position peaked at $7K in Q4 2021.
  • 397 funds tracked by Wall St. Rank held Sunrun as of Q4 2024.

Based on Bogart Wealth LLC's 13F filing for Q4 2024, filed 30 Jan 2025.