CWM
RUN icon

Cordatus Wealth Management’s Sunrun RUN Stock Holding History

Cordatus Wealth Management’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
2021
Q4 		– Sell
-5,000
Closed -$220K – 169
2021
Q3 		$220K Buy
+5,000
New +$239K 0.17% 67
2021
Q1 		$302K Hold
5,000
– – 0.12% 141
2020
Q4 		$347K Hold
5,000
– – 0.15% 127
2020
Q3 		$385K Buy
+5,000
New +$235K 0.19% 115

Other funds holding RUN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 1-Year Est. Return
Tiger Global Management
Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return

Cordatus Wealth Management's RUN Position: Q4 2021 in Review

Cordatus Wealth Management sold out of Sunrun (RUN) in Q4 2021, closing a stake of 5,000 shares — an estimated $220K sold.

Cordatus Wealth Management first reported a position in RUN in Q3 2020 and held it in 4 quarters. The position peaked at $385K in Q3 2020. 450 funds tracked by Wall St. Rank hold RUN as of Q4 2021.

  • Cordatus Wealth Management reported no remaining Sunrun position as of Q4 2021 after selling out during the quarter.
  • Cordatus Wealth Management sold 5,000 Sunrun shares in Q4 2021, an estimated $220K.
  • Cordatus Wealth Management first reported a position in Sunrun in Q3 2020 and held it in 4 quarters.
  • Cordatus Wealth Management's Sunrun position peaked at $385K in Q3 2020.
  • 450 funds tracked by Wall St. Rank held Sunrun as of Q4 2021.

Based on Cordatus Wealth Management's 13F filing for Q4 2021, filed 8 Feb 2022.