WJWM
RUN icon

Williams Jones Wealth Management’s Sunrun RUN Stock Holding History

Williams Jones 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
2022
Q3 		– Sell
-16,067
Closed -$375K – 593
2022
Q2 		$375K Sell
16,067
-18,521
-54% -$445K 0.01% 411
2022
Q1 		$1.05M Sell
34,588
-41,693
-55% -$1.16M 0.01% 255
2021
Q4 		$2.62M Sell
76,281
-92,829
-55% -$4.34M 0.03% 181
2021
Q3 		$7.44M Sell
169,110
-26,924
-14% -$1.28M 0.1% 115
2021
Q2 		$10.9M Buy
196,034
+19,406
+11% +$937K 0.15% 92
2021
Q1 		$10.7M Sell
176,628
-29,329
-14% -$2.04M 0.17% 91
2020
Q4 		$14.3M Sell
205,957
-10,658
-5% -$662K 0.23% 76
2020
Q3 		$16.7M Buy
216,615
+94,430
+77% +$4.45M 0.31% 63
2020
Q2 		$2.41M Buy
122,185
+58,835
+93% +$901K 0.05% 147
2020
Q1 		$640K Sell
63,350
-31,085
-33% -$510K 0.02% 206
2019
Q4 		$1.3M Buy
94,435
+12,900
+16% +$192K 0.02% 183
2019
Q3 		$1.36M Buy
+81,535
New +$1.42M 0.03% 176

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
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Williams Jones Wealth Management's RUN Position: Q3 2022 in Review

Williams Jones Wealth Management sold out of Sunrun (RUN) in Q3 2022, closing a stake of 16,067 shares — an estimated $375K sold.

Williams Jones Wealth Management first reported a position in RUN in Q3 2019 and held it in 12 quarters. The position peaked at $16.7M in Q3 2020. 453 funds tracked by Wall St. Rank hold RUN as of Q3 2022.

  • Williams Jones Wealth Management reported no remaining Sunrun position as of Q3 2022 after selling out during the quarter.
  • Williams Jones Wealth Management sold 16,067 Sunrun shares in Q3 2022, an estimated $375K.
  • Williams Jones Wealth Management first reported a position in Sunrun in Q3 2019 and held it in 12 quarters.
  • Williams Jones Wealth Management's Sunrun position peaked at $16.7M in Q3 2020.
  • 453 funds tracked by Wall St. Rank held Sunrun as of Q3 2022.

Based on Williams Jones Wealth Management's 13F filing for Q3 2022, filed 14 Nov 2022.