WR Wealth Planners’s Sunrun RUN Stock Holding History

WR Wealth Planners’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	-114	Closed	-$1.43K	–	715
2023 Q3	$1.43K	Buy	+114	New	+$1.88K	﹤0.01%	809

Other funds holding RUN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Greenvale Capital London, United Kingdom $912M AUM 34.2% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

WR Wealth Planners's RUN Position: Q4 2023 in Review

WR Wealth Planners sold out of Sunrun (RUN) in Q4 2023, closing a stake of 114 shares — an estimated $1.43K sold.

WR Wealth Planners first reported a position in RUN in Q3 2023 and held it in 1 quarter. The position peaked at $1.43K in Q3 2023. 401 funds tracked by Wall St. Rank hold RUN as of Q4 2023.

WR Wealth Planners reported no remaining Sunrun position as of Q4 2023 after selling out during the quarter.
WR Wealth Planners sold 114 Sunrun shares in Q4 2023, an estimated $1.43K.
WR Wealth Planners first reported a position in Sunrun in Q3 2023 and held it in 1 quarter.
WR Wealth Planners's Sunrun position peaked at $1.43K in Q3 2023.
401 funds tracked by Wall St. Rank held Sunrun as of Q4 2023.

Based on WR Wealth Planners's 13F filing for Q4 2023, filed 30 Jul 2024.