RJFSA
RUN icon

Raymond James Financial Services Advisors’s Sunrun RUN Stock Holding History

Raymond James Financial Services Advisors’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
2024
Q3 		$598K Sell
33,115
-4,499
-12% -$79.9K ﹤0.01% 2497
2024
Q2 		$446K Sell
37,614
-2,343
-6% -$28.7K ﹤0.01% 2618
2024
Q1 		$527K Sell
39,957
-11,466
-22% -$158K ﹤0.01% 2474
2023
Q4 		$1.01M Sell
51,423
-34,357
-40% -$436K ﹤0.01% 1981
2023
Q3 		$1.08M Sell
85,780
-8,499
-9% -$140K ﹤0.01% 1852
2023
Q2 		$1.68M Sell
94,279
-52,422
-36% -$975K ﹤0.01% 1618
2023
Q1 		$2.96M Sell
146,701
-101
-0.1% -$2.36K 0.01% 1271
2022
Q4 		$3.53M Sell
146,802
-2,050
-1% -$54.7K 0.01% 1142
2022
Q3 		$4.11M Buy
148,852
+12,790
+9% +$398K 0.01% 1012
2022
Q2 		$3.18M Buy
136,062
+36,832
+37% +$885K 0.01% 1176
2022
Q1 		$3.01M Buy
99,230
+42,289
+74% +$1.18M 0.01% 1265
2021
Q4 		$1.95M Sell
56,941
-50,250
-47% -$2.35M ﹤0.01% 1555
2021
Q3 		$4.72M Sell
107,191
-1,507
-1% -$71.9K 0.01% 1008
2021
Q2 		$6.06M Buy
108,698
+37,754
+53% +$1.82M 0.01% 879
2021
Q1 		$4.29M Buy
70,944
+5,990
+9% +$416K 0.01% 974
2020
Q4 		$4.51M Sell
64,954
-83
-0.1% -$5.15K 0.01% 873
2020
Q3 		$5.01M Sell
65,037
-53,016
-45% -$2.5M 0.01% 759
2020
Q2 		$2.33M Sell
118,053
-592
-0.5% -$9.06K 0.01% 1042
2020
Q1 		$1.2M Buy
118,645
+1,385
+1% +$22.7K 0.01% 1115
2019
Q4 		$1.62M Sell
117,260
-2,176
-2% -$32.4K 0.01% 1274
2019
Q3 		$2M Sell
119,436
-249
-0.2% -$4.35K 0.01% 1110
2019
Q2 		$2.25M Buy
119,685
+22,530
+23% +$366K 0.01% 1039
2019
Q1 		$1.37M Sell
97,155
-2,210
-2% -$30.4K 0.01% 1281
2018
Q4 		$1.08M Buy
99,365
+2,915
+3% +$36.8K 0.01% 1219
2018
Q3 		$1.2M Buy
96,450
+18,715
+24% +$259K 0.01% 1354
2018
Q2 		$1.02M Buy
+77,735
New +$845K 0.01% 1411
2017
Q2 		– Sell
-12,250
Closed -$66K – 2570
2017
Q1 		$66K Buy
+12,250
New +$68.1K ﹤0.01% 2296

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
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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Raymond James Financial Services Advisors's RUN Position: Q3 2024 in Review

Raymond James Financial Services Advisors reduced its Sunrun (RUN) stake by 12% in Q3 2024, selling an estimated $79.9K and leaving 33,115 shares worth $598K. The position accounts for ﹤0.01% of the portfolio, ranked #2497.

Raymond James Financial Services Advisors first reported a position in RUN in Q1 2017 and has held it in 27 quarters since. The position peaked at $6.06M in Q2 2021. 439 funds tracked by Wall St. Rank hold RUN as of Q3 2024.

  • Raymond James Financial Services Advisors held 33,115 shares of Sunrun worth $598K as of Q3 2024.
  • Raymond James Financial Services Advisors sold 4,499 Sunrun shares in Q3 2024, an estimated $79.9K.
  • Sunrun made up ﹤0.01% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #2497 holding.
  • Raymond James Financial Services Advisors first reported a position in Sunrun in Q1 2017 and has held it in 27 quarters since.
  • Raymond James Financial Services Advisors's Sunrun position peaked at $6.06M in Q2 2021.
  • 439 funds tracked by Wall St. Rank held Sunrun as of Q3 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.