GWS
RUN icon

Glassman Wealth Services’s Sunrun RUN Stock Holding History

Glassman Wealth Services’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
2024
Q1 		– Sell
-194
Closed -$3.81K – 1489
2023
Q4 		$3.81K Sell
194
-100
-34% -$1.27K ﹤0.01% 1153
2023
Q3 		$3.69K Buy
294
+281
+2,162% +$4.62K ﹤0.01% 1159
2023
Q2 		$232 Sell
13
-93
-88% -$1.73K ﹤0.01% 1780
2023
Q1 		$2.14K Sell
106
-255
-71% -$5.95K ﹤0.01% 1224
2022
Q4 		$8.67K Sell
361
-13
-3% -$347 ﹤0.01% 872
2022
Q3 		$10K Buy
374
+14
+4% +$435 ﹤0.01% 800
2022
Q2 		$8K Buy
360
+60
+20% +$1.44K ﹤0.01% 881
2022
Q1 		$9K Buy
300
+236
+369% +$6.58K ﹤0.01% 869
2021
Q4 		$2K Sell
64
-89
-58% -$4.17K ﹤0.01% 1236
2021
Q3 		$7K Buy
153
+147
+2,450% +$7.01K ﹤0.01% 869
2021
Q2 		$0 Buy
+6
New +$290 ﹤0.01% 1618
2019
Q1 		– Sell
-31
Closed – – 1189
2018
Q4 		$0 Hold
31
– – ﹤0.01% 958
2018
Q3 		$0 Hold
31
– – ﹤0.01% 946
2018
Q2 		$0 Buy
+31
New +$337 ﹤0.01% 932

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
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
GC
Greenvale Capital London, United Kingdom $912M AUM 34.2% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Glassman Wealth Services's RUN Position: Q1 2024 in Review

Glassman Wealth Services sold out of Sunrun (RUN) in Q1 2024, closing a stake of 194 shares — an estimated $3.81K sold.

Glassman Wealth Services first reported a position in RUN in Q2 2018 and held it in 14 quarters. The position peaked at $10K in Q3 2022. 413 funds tracked by Wall St. Rank hold RUN as of Q1 2024.

  • Glassman Wealth Services reported no remaining Sunrun position as of Q1 2024 after selling out during the quarter.
  • Glassman Wealth Services sold 194 Sunrun shares in Q1 2024, an estimated $3.81K.
  • Glassman Wealth Services first reported a position in Sunrun in Q2 2018 and held it in 14 quarters.
  • Glassman Wealth Services's Sunrun position peaked at $10K in Q3 2022.
  • 413 funds tracked by Wall St. Rank held Sunrun as of Q1 2024.

Based on Glassman Wealth Services's 13F filing for Q1 2024, filed 3 May 2024.