BWP
RUN icon

BSW Wealth Partners’s Sunrun RUN Stock Holding History

BSW 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
2023
Q2 		– Sell
-13,699
Closed -$276K – 312
2023
Q1 		$276K Buy
13,699
+1,002
+8% +$23.4K 0.06% 229
2022
Q4 		$305K Buy
12,697
+3,412
+37% +$91.1K 0.07% 211
2022
Q3 		$256K Buy
9,285
+427
+5% +$13.3K 0.06% 214
2022
Q2 		$207K Buy
8,858
+1,344
+18% +$32.3K 0.05% 255
2022
Q1 		$228K Buy
+7,514
New +$210K 0.06% 251
2021
Q4 		– Sell
-4,819
Closed -$212K – 268
2021
Q3 		$212K Buy
+4,819
New +$230K 0.06% 231
2019
Q4 		– Sell
-6,226
Closed -$104K – 150
2019
Q3 		$104K Buy
6,226
+160
+3% +$2.79K 0.04% 109
2019
Q2 		$114K Buy
+6,066
New +$98.6K 0.04% 106

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
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 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
GC
Greenvale Capital London, United Kingdom $912M AUM 34.2% 1-Year Est. Return
DnB Asset Management
DnB Asset Management Oslo, Norway $28B AUM 26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BSW Wealth Partners's RUN Position: Q2 2023 in Review

BSW Wealth Partners sold out of Sunrun (RUN) in Q2 2023, closing a stake of 13,699 shares — an estimated $276K sold.

BSW Wealth Partners first reported a position in RUN in Q2 2019 and held it in 8 quarters. The position peaked at $305K in Q4 2022. 397 funds tracked by Wall St. Rank hold RUN as of Q2 2023.

  • BSW Wealth Partners reported no remaining Sunrun position as of Q2 2023 after selling out during the quarter.
  • BSW Wealth Partners sold 13,699 Sunrun shares in Q2 2023, an estimated $276K.
  • BSW Wealth Partners first reported a position in Sunrun in Q2 2019 and held it in 8 quarters.
  • BSW Wealth Partners's Sunrun position peaked at $305K in Q4 2022.
  • 397 funds tracked by Wall St. Rank held Sunrun as of Q2 2023.

Based on BSW Wealth Partners's 13F filing for Q2 2023, filed 11 Aug 2023.