HHM Wealth Advisors’s Sunrun RUN Stock Holding History

HHM Wealth Advisors’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	-30	Closed	-$721	–	822
2022 Q4	$721	Hold	30	–	–	﹤0.01%	654
2022 Q3	$1K	Buy	+30	New	+$933	﹤0.01%	629

Other funds holding RUN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Greenvale Capital London, United Kingdom $912M AUM 34.2% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

HHM Wealth Advisors's RUN Position: Q1 2023 in Review

HHM Wealth Advisors sold out of Sunrun (RUN) in Q1 2023, closing a stake of 30 shares — an estimated $721 sold.

HHM Wealth Advisors first reported a position in RUN in Q3 2022 and held it in 2 quarters. The position peaked at $1K in Q3 2022. 409 funds tracked by Wall St. Rank hold RUN as of Q1 2023.

HHM Wealth Advisors reported no remaining Sunrun position as of Q1 2023 after selling out during the quarter.
HHM Wealth Advisors sold 30 Sunrun shares in Q1 2023, an estimated $721.
HHM Wealth Advisors first reported a position in Sunrun in Q3 2022 and held it in 2 quarters.
HHM Wealth Advisors's Sunrun position peaked at $1K in Q3 2022.
409 funds tracked by Wall St. Rank held Sunrun as of Q1 2023.

Based on HHM Wealth Advisors's 13F filing for Q1 2023, filed 2 May 2023.