VWM
RUN icon

Venturi Wealth Management’s Sunrun RUN Stock Holding History

Venturi Wealth Management’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
2024
Q1 		– Sell
-85
Closed -$1.67K – 1430
2023
Q4 		$1.67K Hold
85
– – ﹤0.01% 1257
2023
Q3 		$1.07K Buy
+85
New +$1.4K ﹤0.01% 1286
2023
Q2 		– Sell
-85
Closed -$1.71K – 1220
2023
Q1 		$1.71K Buy
+85
New +$1.98K ﹤0.01% 1038

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
GC
Greenvale Capital London, United Kingdom $912M AUM 34.2% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Venturi Wealth Management's RUN Position: Q1 2024 in Review

Venturi Wealth Management sold out of Sunrun (RUN) in Q1 2024, closing a stake of 85 shares — an estimated $1.67K sold.

Venturi Wealth Management first reported a position in RUN in Q1 2023 and held it in 3 quarters. The position peaked at $1.71K in Q1 2023. 413 funds tracked by Wall St. Rank hold RUN as of Q1 2024.

  • Venturi Wealth Management reported no remaining Sunrun position as of Q1 2024 after selling out during the quarter.
  • Venturi Wealth Management sold 85 Sunrun shares in Q1 2024, an estimated $1.67K.
  • Venturi Wealth Management first reported a position in Sunrun in Q1 2023 and held it in 3 quarters.
  • Venturi Wealth Management's Sunrun position peaked at $1.71K in Q1 2023.
  • 413 funds tracked by Wall St. Rank held Sunrun as of Q1 2024.

Based on Venturi Wealth Management's 13F filing for Q1 2024, filed 23 Apr 2024.