TCI Wealth Advisors’s Sunrun RUN Stock Holding History

TCI 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 Q2	–	Sell	-261	Closed	-$5.26K	–	1828
2023 Q1	$5.26K	Buy	261 +251	+2,510%	+$5.86K	﹤0.01%	1493
2022 Q4	$240	Sell	10 -62	-86%	-$1.66K	﹤0.01%	2314
2022 Q3	$2K	Buy	72 +9	+14%	+$280	﹤0.01%	1983
2022 Q2	$1K	Sell	63 -17	-21%	-$408	﹤0.01%	2194
2022 Q1	$3K	Sell	80 -36	-31%	-$1K	﹤0.01%	1912
2021 Q4	$4K	Buy	116 +4	+4%	+$187	﹤0.01%	1886
2021 Q3	$5K	Buy	112 +15	+15%	+$716	﹤0.01%	1641
2021 Q2	$5K	Sell	97 -155	-62%	-$7.49K	﹤0.01%	1477
2021 Q1	$15K	Buy	252 +155	+160%	+$10.8K	0.01%	664
2020 Q4	$7K	Hold	97	–	–	﹤0.01%	767
2020 Q3	$7K	Hold	97	–	–	﹤0.01%	682
2020 Q2	$2K	Hold	97	–	–	﹤0.01%	1112
2020 Q1	$1K	Hold	97	–	–	﹤0.01%	1327
2019 Q4	$1K	Hold	97	–	–	﹤0.01%	1424
2019 Q3	$2K	Hold	97	–	–	﹤0.01%	1126
2019 Q2	$2K	Hold	97	–	–	﹤0.01%	1052
2019 Q1	$1K	Hold	97	–	–	﹤0.01%	1293
2018 Q4	$1K	Buy	+97	New	+$1.23K	﹤0.01%	1294

Other funds holding RUN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Greenvale Capital London, United Kingdom $912M AUM 34.2% 1-Year Est. Return

DnB Asset Management Oslo, Norway $28B AUM 26% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

TCI Wealth Advisors's RUN Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Sunrun (RUN) in Q2 2023, closing a stake of 261 shares — an estimated $5.26K sold.

TCI Wealth Advisors first reported a position in RUN in Q4 2018 and held it in 18 quarters. The position peaked at $15K in Q1 2021. 397 funds tracked by Wall St. Rank hold RUN as of Q2 2023.

TCI Wealth Advisors reported no remaining Sunrun position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 261 Sunrun shares in Q2 2023, an estimated $5.26K.
TCI Wealth Advisors first reported a position in Sunrun in Q4 2018 and held it in 18 quarters.
TCI Wealth Advisors's Sunrun position peaked at $15K in Q1 2021.
397 funds tracked by Wall St. Rank held Sunrun as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.