FWM
RUN icon

Focused Wealth Management’s Sunrun RUN Stock Holding History

Focused 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
2023
Q1 		– Sell
-5,000
Closed -$499 – 1134
2022
Q4 		$499 Buy
+5,000
New +$133K ﹤0.01% 948
2022
Q3 		– Sell
-3,000
Closed -$8K – 1040
2022
Q2 		$8K Buy
+3,000
New +$72.1K ﹤0.01% 537

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

Focused Wealth Management's RUN Position: Q2 2021 in Review

Focused Wealth Management sold out of Sunrun (RUN) in Q2 2021, closing a stake of 2 shares.

Focused Wealth Management first reported a position in RUN in Q1 2018 and held it in 2 quarters. The position peaked at $7K in Q1 2018. 477 funds tracked by Wall St. Rank hold RUN as of Q2 2021.

  • Focused Wealth Management reported no remaining Sunrun position as of Q2 2021 after selling out during the quarter.
  • Focused Wealth Management sold 2 Sunrun shares in Q2 2021.
  • Focused Wealth Management first reported a position in Sunrun in Q1 2018 and held it in 2 quarters.
  • Focused Wealth Management's Sunrun position peaked at $7K in Q1 2018.
  • 477 funds tracked by Wall St. Rank held Sunrun as of Q2 2021.

Based on Focused Wealth Management's 13F filing for Q2 2021, filed 15 Jul 2021.