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RUN icon

TFO Wealth Partners’s Sunrun RUN Stock Holding History

TFO 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
-10
Closed -$179 – 1059
2023
Q3 		$179 Buy
+10
New +$164 ﹤0.01% 850
2023
Q1 		– Sell
-437
Closed -$3.77K – 906
2022
Q4 		$3.77K Buy
437
+371
+562% +$9.9K ﹤0.01% 193
2022
Q3 		$2K Buy
+66
New +$2.05K ﹤0.01% 123

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

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

TFO Wealth Partners sold out of Sunrun (RUN) in Q4 2023, closing a stake of 10 shares — an estimated $179 sold.

TFO Wealth Partners first reported a position in RUN in Q3 2022 and held it in 3 quarters. The position peaked at $3.77K in Q4 2022. 401 funds tracked by Wall St. Rank hold RUN as of Q4 2023.

  • TFO Wealth Partners reported no remaining Sunrun position as of Q4 2023 after selling out during the quarter.
  • TFO Wealth Partners sold 10 Sunrun shares in Q4 2023, an estimated $179.
  • TFO Wealth Partners first reported a position in Sunrun in Q3 2022 and held it in 3 quarters.
  • TFO Wealth Partners's Sunrun position peaked at $3.77K in Q4 2022.
  • 401 funds tracked by Wall St. Rank held Sunrun as of Q4 2023.

Based on TFO Wealth Partners's 13F filing for Q4 2023, filed 12 Feb 2024.