WealthPLAN Partners’s Sunrun RUN Stock Holding History

WealthPLAN 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 Q3	–	Sell	-233	Closed	-$4.16K	–	983
2023 Q2	$4.16K	Hold	233	–	–	﹤0.01%	947
2023 Q1	$4.7K	Buy	+233	New	+$5.44K	﹤0.01%	1014

Other funds holding RUN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $44.4B AUM 36.05% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return

BNP Paribas Asset Management Paris, France $99.8B AUM 45.22% 1-Year Est. Return

Greenvale Capital London, United Kingdom $916M AUM 32.73% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

DnB Asset Management Oslo, Norway $35.7B AUM 27.58% 1-Year Est. Return

WealthPLAN Partners's RUN Position: Q3 2023 in Review

WealthPLAN Partners sold out of Sunrun (RUN) in Q3 2023, closing a stake of 233 shares — an estimated $4.16K sold.

WealthPLAN Partners first reported a position in RUN in Q1 2023 and held it in 2 quarters. The position peaked at $4.7K in Q1 2023. 394 funds tracked by Wall St. Rank hold RUN as of Q3 2023.

WealthPLAN Partners reported no remaining Sunrun position as of Q3 2023 after selling out during the quarter.
WealthPLAN Partners sold 233 Sunrun shares in Q3 2023, an estimated $4.16K.
WealthPLAN Partners first reported a position in Sunrun in Q1 2023 and held it in 2 quarters.
WealthPLAN Partners's Sunrun position peaked at $4.7K in Q1 2023.
394 funds tracked by Wall St. Rank held Sunrun as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.