KWM
RUN icon

Kingsview Wealth Management’s Sunrun RUN Stock Holding History

Kingsview 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
Q2 		– Sell
-11,826
Closed -$238K – 969
2023
Q1 		$238K Sell
11,826
-25
-0.2% -$583 0.01% 784
2022
Q4 		$285K Sell
11,851
-56,894
-83% -$1.52M 0.01% 688
2022
Q3 		$1.9M Buy
+68,745
New +$2.14M 0.09% 236

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
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
DnB Asset Management
DnB Asset Management Oslo, Norway $28B AUM 26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Kingsview Wealth Management's RUN Position: Q2 2023 in Review

Kingsview Wealth Management sold out of Sunrun (RUN) in Q2 2023, closing a stake of 11,826 shares — an estimated $238K sold.

Kingsview Wealth Management first reported a position in RUN in Q3 2022 and held it in 3 quarters. The position peaked at $1.9M in Q3 2022. 397 funds tracked by Wall St. Rank hold RUN as of Q2 2023.

  • Kingsview Wealth Management reported no remaining Sunrun position as of Q2 2023 after selling out during the quarter.
  • Kingsview Wealth Management sold 11,826 Sunrun shares in Q2 2023, an estimated $238K.
  • Kingsview Wealth Management first reported a position in Sunrun in Q3 2022 and held it in 3 quarters.
  • Kingsview Wealth Management's Sunrun position peaked at $1.9M in Q3 2022.
  • 397 funds tracked by Wall St. Rank held Sunrun as of Q2 2023.

Based on Kingsview Wealth Management's 13F filing for Q2 2023, filed 10 Aug 2023.