VAFP
RUN icon

Vahanian & Associates Financial Planning’s Sunrun RUN Stock Holding History

Vahanian & Associates Financial Planning’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
-12,400
Closed -$156K – 60
2023
Q3 		$156K Buy
+12,400
New +$204K 0.5% 58

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

Vahanian & Associates Financial Planning's RUN Position: Q4 2023 in Review

Vahanian & Associates Financial Planning sold out of Sunrun (RUN) in Q4 2023, closing a stake of 12,400 shares — an estimated $156K sold.

Vahanian & Associates Financial Planning first reported a position in RUN in Q3 2023 and held it in 1 quarter. The position peaked at $156K in Q3 2023. 401 funds tracked by Wall St. Rank hold RUN as of Q4 2023.

  • Vahanian & Associates Financial Planning reported no remaining Sunrun position as of Q4 2023 after selling out during the quarter.
  • Vahanian & Associates Financial Planning sold 12,400 Sunrun shares in Q4 2023, an estimated $156K.
  • Vahanian & Associates Financial Planning first reported a position in Sunrun in Q3 2023 and held it in 1 quarter.
  • Vahanian & Associates Financial Planning's Sunrun position peaked at $156K in Q3 2023.
  • 401 funds tracked by Wall St. Rank held Sunrun as of Q4 2023.

Based on Vahanian & Associates Financial Planning's 13F filing for Q4 2023, filed 25 Jan 2024.