CWP
RUN icon

Concord Wealth Partners’s Sunrun RUN Stock Holding History

Concord 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
Q1 		– Sell
-6
Closed -$144 – 1177
2022
Q4 		$144 Buy
+6
New +$160 ﹤0.01% 1214
2022
Q3 		– Sell
-6
Closed – – 932
2022
Q2 		$0 Sell
6
-70
-92% -$1.68K ﹤0.01% 1348
2022
Q1 		$2K Sell
76
-37
-33% -$1.03K ﹤0.01% 1132
2021
Q4 		$4K Buy
113
+52
+85% +$2.43K ﹤0.01% 1010
2021
Q3 		$3K Sell
61
-162
-73% -$7.73K ﹤0.01% 707
2021
Q2 		$12K Sell
223
-388
-64% -$18.7K ﹤0.01% 600
2021
Q1 		$37K Buy
611
+569
+1,355% +$39.5K 0.01% 381
2020
Q4 		$3K Buy
+42
New +$2.61K ﹤0.01% 493

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

Concord Wealth Partners's RUN Position: Q1 2023 in Review

Concord Wealth Partners sold out of Sunrun (RUN) in Q1 2023, closing a stake of 6 shares — an estimated $144 sold.

Concord Wealth Partners first reported a position in RUN in Q4 2020 and held it in 8 quarters. The position peaked at $37K in Q1 2021. 409 funds tracked by Wall St. Rank hold RUN as of Q1 2023.

  • Concord Wealth Partners reported no remaining Sunrun position as of Q1 2023 after selling out during the quarter.
  • Concord Wealth Partners sold 6 Sunrun shares in Q1 2023, an estimated $144.
  • Concord Wealth Partners first reported a position in Sunrun in Q4 2020 and held it in 8 quarters.
  • Concord Wealth Partners's Sunrun position peaked at $37K in Q1 2021.
  • 409 funds tracked by Wall St. Rank held Sunrun as of Q1 2023.

Based on Concord Wealth Partners's 13F filing for Q1 2023, filed 26 Apr 2023.