PFGIA
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Patriot Financial Group Insurance Agency’s Sunrun RUN Stock Holding History

Patriot Financial Group Insurance Agency’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
Q3 		– Sell
-82
Closed -$2K – 1639
2022
Q2 		$2K Hold
82
– – ﹤0.01% 1809
2022
Q1 		$2K Hold
82
– – ﹤0.01% 1879
2021
Q4 		$3K Hold
82
– – ﹤0.01% 1880
2021
Q3 		$4K Sell
82
-22
-21% -$1.05K ﹤0.01% 1792
2021
Q2 		$6K Hold
104
– – ﹤0.01% 1601
2021
Q1 		$6K Hold
104
– – ﹤0.01% 1510
2020
Q4 		$7K Buy
+104
New +$6.46K ﹤0.01% 1335

Other funds holding RUN

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Patriot Financial Group Insurance Agency's RUN Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of Sunrun (RUN) in Q3 2022, closing a stake of 82 shares — an estimated $2K sold.

Patriot Financial Group Insurance Agency first reported a position in RUN in Q4 2020 and held it in 7 quarters. The position peaked at $7K in Q4 2020. 454 funds tracked by Wall St. Rank hold RUN as of Q3 2022.

  • Patriot Financial Group Insurance Agency reported no remaining Sunrun position as of Q3 2022 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 82 Sunrun shares in Q3 2022, an estimated $2K.
  • Patriot Financial Group Insurance Agency first reported a position in Sunrun in Q4 2020 and held it in 7 quarters.
  • Patriot Financial Group Insurance Agency's Sunrun position peaked at $7K in Q4 2020.
  • 454 funds tracked by Wall St. Rank held Sunrun as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.