SWP
RUN icon

Stratos Wealth Partners’s Sunrun RUN Stock Holding History

Stratos Wealth Partners’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
Q4 		– Sell
-12,794
Closed -$161K – 1417
2023
Q3 		$161K Buy
12,794
+1,970
+18% +$32.4K ﹤0.01% 1197
2023
Q2 		$193K Buy
+10,824
New +$201K ﹤0.01% 1109
2022
Q3 		– Sell
-9,211
Closed -$215K – 1212
2022
Q2 		$215K Buy
9,211
+242
+3% +$5.81K 0.01% 1059
2022
Q1 		$272K Buy
8,969
+2,754
+44% +$76.8K 0.01% 1026
2021
Q4 		$213K Buy
+6,215
New +$291K ﹤0.01% 1144
2018
Q4 		– Sell
-2,545
Closed -$32K – 2163
2018
Q3 		$32K Buy
+2,545
New +$35.2K ﹤0.01% 1658
2018
Q2 		– Sell
-2,850
Closed -$25K – 2246
2018
Q1 		$25K Buy
2,850
+2,325
+443% +$15.7K ﹤0.01% 1933
2017
Q4 		$3K Buy
+525
New +$3.02K ﹤0.01% 2537

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
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
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
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Stratos Wealth Partners's RUN Position: Q4 2023 in Review

Stratos Wealth Partners sold out of Sunrun (RUN) in Q4 2023, closing a stake of 12,794 shares — an estimated $161K sold.

Stratos Wealth Partners first reported a position in RUN in Q4 2017 and held it in 8 quarters. The position peaked at $272K in Q1 2022. 401 funds tracked by Wall St. Rank hold RUN as of Q4 2023.

  • Stratos Wealth Partners reported no remaining Sunrun position as of Q4 2023 after selling out during the quarter.
  • Stratos Wealth Partners sold 12,794 Sunrun shares in Q4 2023, an estimated $161K.
  • Stratos Wealth Partners first reported a position in Sunrun in Q4 2017 and held it in 8 quarters.
  • Stratos Wealth Partners's Sunrun position peaked at $272K in Q1 2022.
  • 401 funds tracked by Wall St. Rank held Sunrun as of Q4 2023.

Based on Stratos Wealth Partners's 13F filing for Q4 2023, filed 24 Jan 2024.