LWAC
RUN icon

Laurel Wealth Advisors (California)’s Sunrun RUN Stock Holding History

Laurel Wealth Advisors (California)’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
Q1 		– Sell
-6,390
Closed -$219K – 795
2021
Q4 		$219K Buy
6,390
+25
+0.4% +$1.17K 0.02% 735
2021
Q3 		$280K Sell
6,365
-310
-5% -$14.8K 0.05% 356
2021
Q2 		$372K Buy
6,675
+100
+2% +$4.83K 0.05% 347
2021
Q1 		$398K Buy
6,575
+50
+0.8% +$3.47K 0.06% 296
2020
Q4 		$453K Buy
+6,525
New +$405K 0.07% 265

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
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
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Laurel Wealth Advisors (California)'s RUN Position: Q1 2022 in Review

Laurel Wealth Advisors (California) sold out of Sunrun (RUN) in Q1 2022, closing a stake of 6,390 shares — an estimated $219K sold.

Laurel Wealth Advisors (California) first reported a position in RUN in Q4 2020 and held it in 5 quarters. The position peaked at $453K in Q4 2020. 455 funds tracked by Wall St. Rank hold RUN as of Q1 2022.

  • Laurel Wealth Advisors (California) reported no remaining Sunrun position as of Q1 2022 after selling out during the quarter.
  • Laurel Wealth Advisors (California) sold 6,390 Sunrun shares in Q1 2022, an estimated $219K.
  • Laurel Wealth Advisors (California) first reported a position in Sunrun in Q4 2020 and held it in 5 quarters.
  • Laurel Wealth Advisors (California)'s Sunrun position peaked at $453K in Q4 2020.
  • 455 funds tracked by Wall St. Rank held Sunrun as of Q1 2022.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q1 2022, filed 13 May 2022.