SWA
RUN icon

Sutton Wealth Advisors’s Sunrun RUN Stock Holding History

Sutton Wealth 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
2023
Q3 		– Sell
-10
Closed -$179 – 884
2023
Q2 		$179 Hold
10
– – ﹤0.01% 835
2023
Q1 		$202 Sell
10
-1,188
-99% -$27.7K ﹤0.01% 784
2022
Q4 		$28.8K Buy
1,198
+1,155
+2,686% +$30.8K 0.01% 566
2022
Q3 		$1.19K Buy
43
+36
+514% +$1.12K ﹤0.01% 1252
2022
Q2 		$164 Sell
7
-7
-50% -$168 ﹤0.01% 1583
2022
Q1 		$425 Sell
14
-9
-39% -$251 ﹤0.01% 1507
2021
Q4 		$789 Buy
23
+1
+5% +$47 ﹤0.01% 1393
2021
Q3 		$968 Buy
+22
New +$1.05K ﹤0.01% 1247
2020
Q3 		– Sell
-714
Closed -$14.1K – 1245
2020
Q2 		$14.1K Buy
+714
New +$10.9K 0.01% 624

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
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 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
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
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
DnB Asset Management
DnB Asset Management Oslo, Norway $28B AUM 26% 1-Year Est. Return

Sutton Wealth Advisors's RUN Position: Q3 2023 in Review

Sutton Wealth Advisors sold out of Sunrun (RUN) in Q3 2023, closing a stake of 10 shares — an estimated $179 sold.

Sutton Wealth Advisors first reported a position in RUN in Q2 2020 and held it in 9 quarters. The position peaked at $28.8K in Q4 2022. 394 funds tracked by Wall St. Rank hold RUN as of Q3 2023.

  • Sutton Wealth Advisors reported no remaining Sunrun position as of Q3 2023 after selling out during the quarter.
  • Sutton Wealth Advisors sold 10 Sunrun shares in Q3 2023, an estimated $179.
  • Sutton Wealth Advisors first reported a position in Sunrun in Q2 2020 and held it in 9 quarters.
  • Sutton Wealth Advisors's Sunrun position peaked at $28.8K in Q4 2022.
  • 394 funds tracked by Wall St. Rank held Sunrun as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.