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Heritage Wealth Management (Arizona)’s Sunrun RUN Stock Holding History

Heritage Wealth Management (Arizona)’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
2022
Q4 		$16.8K Buy
700
+350
+100% +$9.34K ﹤0.01% 698
2022
Q3 		$10K Hold
350
– – ﹤0.01% 657
2022
Q2 		$8.18K Hold
350
– – ﹤0.01% 697
2022
Q1 		$11K Buy
+350
New +$9.76K ﹤0.01% 696

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
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 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
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
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Greenvale Capital London, United Kingdom $912M AUM 34.2% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s RUN Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its Sunrun (RUN) stake by 100% in Q4 2022, buying an estimated $9.34K and bringing the position to 700 shares worth $16.8K. The position accounts for ﹤0.01% of the portfolio, ranked #698.

Heritage Wealth Management (Arizona) first reported a position in RUN in Q1 2022 and has held it in 4 quarters since. 449 funds tracked by Wall St. Rank hold RUN as of Q4 2022.

  • Heritage Wealth Management (Arizona) held 700 shares of Sunrun worth $16.8K as of Q4 2022.
  • Heritage Wealth Management (Arizona) bought 350 Sunrun shares in Q4 2022, an estimated $9.34K.
  • Sunrun made up ﹤0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #698 holding.
  • Heritage Wealth Management (Arizona) first reported a position in Sunrun in Q1 2022 and has held it in 4 quarters since.
  • 449 funds tracked by Wall St. Rank held Sunrun as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.