IHWM
RUN icon

Iron Horse Wealth Management’s Sunrun RUN Stock Holding History

Iron Horse 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
-30
Closed -$1K – 373
2022
Q4 		$1K Buy
+30
New +$801 ﹤0.01% 230
2022
Q3 		– Sell
-30
Closed -$1K – 250
2022
Q2 		$1K Hold
30
– – ﹤0.01% 231
2022
Q1 		$1K Buy
+30
New +$837 ﹤0.01% 209

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

Iron Horse Wealth Management's RUN Position: Q1 2023 in Review

Iron Horse Wealth Management sold out of Sunrun (RUN) in Q1 2023, closing a stake of 30 shares — an estimated $1K sold.

Iron Horse Wealth Management first reported a position in RUN in Q1 2022 and held it in 3 quarters. The position peaked at $1K in Q4 2022. 409 funds tracked by Wall St. Rank hold RUN as of Q1 2023.

  • Iron Horse Wealth Management reported no remaining Sunrun position as of Q1 2023 after selling out during the quarter.
  • Iron Horse Wealth Management sold 30 Sunrun shares in Q1 2023, an estimated $1K.
  • Iron Horse Wealth Management first reported a position in Sunrun in Q1 2022 and held it in 3 quarters.
  • Iron Horse Wealth Management's Sunrun position peaked at $1K in Q4 2022.
  • 409 funds tracked by Wall St. Rank held Sunrun as of Q1 2023.

Based on Iron Horse Wealth Management's 13F filing for Q1 2023, filed 2 May 2023.