LAS
RUN icon

LWM Advisory Services’s Sunrun RUN Stock Holding History

LWM Advisory Services’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 		– Sell
-11,022
Closed -$304K – 119
2022
Q3 		$304K Sell
11,022
-22
-0.2% -$684 0.34% 81
2022
Q2 		$258K Buy
11,044
+163
+1% +$3.92K 0.31% 93
2022
Q1 		$330K Buy
10,881
+306
+3% +$8.54K 0.41% 75
2021
Q4 		$363K Buy
+10,575
New +$495K 0.45% 69

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

LWM Advisory Services's RUN Position: Q4 2022 in Review

LWM Advisory Services sold out of Sunrun (RUN) in Q4 2022, closing a stake of 11,022 shares — an estimated $304K sold.

LWM Advisory Services first reported a position in RUN in Q4 2021 and held it in 4 quarters. The position peaked at $363K in Q4 2021. 449 funds tracked by Wall St. Rank hold RUN as of Q4 2022.

  • LWM Advisory Services reported no remaining Sunrun position as of Q4 2022 after selling out during the quarter.
  • LWM Advisory Services sold 11,022 Sunrun shares in Q4 2022, an estimated $304K.
  • LWM Advisory Services first reported a position in Sunrun in Q4 2021 and held it in 4 quarters.
  • LWM Advisory Services's Sunrun position peaked at $363K in Q4 2021.
  • 449 funds tracked by Wall St. Rank held Sunrun as of Q4 2022.

Based on LWM Advisory Services's 13F filing for Q4 2022, filed 7 Feb 2023.