CWA
RUN icon

Clearview Wealth Advisors’s Sunrun RUN Stock Holding History

Clearview 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
Q1 		– Sell
-30
Closed -$721 – 702
2022
Q4 		$721 Buy
+30
New +$801 ﹤0.01% 548
2021
Q4 		– Sell
-100
Closed -$4K – 729
2021
Q3 		$4K Hold
100
– – ﹤0.01% 530
2021
Q2 		$6K Hold
100
– – ﹤0.01% 493
2021
Q1 		$6K Buy
+100
New +$6.95K ﹤0.01% 470

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
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Clearview Wealth Advisors's RUN Position: Q1 2023 in Review

Clearview Wealth Advisors sold out of Sunrun (RUN) in Q1 2023, closing a stake of 30 shares — an estimated $721 sold.

Clearview Wealth Advisors first reported a position in RUN in Q1 2021 and held it in 4 quarters. The position peaked at $6K in Q2 2021. 409 funds tracked by Wall St. Rank hold RUN as of Q1 2023.

  • Clearview Wealth Advisors reported no remaining Sunrun position as of Q1 2023 after selling out during the quarter.
  • Clearview Wealth Advisors sold 30 Sunrun shares in Q1 2023, an estimated $721.
  • Clearview Wealth Advisors first reported a position in Sunrun in Q1 2021 and held it in 4 quarters.
  • Clearview Wealth Advisors's Sunrun position peaked at $6K in Q2 2021.
  • 409 funds tracked by Wall St. Rank held Sunrun as of Q1 2023.

Based on Clearview Wealth Advisors's 13F filing for Q1 2023, filed 12 Apr 2023.