Ep Wealth Advisors, LLC Sunrun Inc. Transaction History

Ep Wealth Advisors, LLC

$8.44 Billion
Q1 2024

A detailed history of Ep Wealth Advisors, LLC transactions in Sunrun Inc. stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 16,629 shares of RUN stock, worth $182,087. This represents 0.0% of its overall portfolio holdings.

Number of Shares

16,629

Previous 21,364 22.16%

Holding current value

$182,087

Previous $419,000 47.73%

% of portfolio

0.0%

Previous 0.01%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 14, 2024	SELL	$9.51 - $19.46 $45,029 - $92,143	-4,735 Reduced 22.16%	16,629 $219,000
Q4 2023 Feb 28, 2024	BUY	$8.84 - $20.32 $32,036 - $73,639	3,624 Added 20.43%	21,364 $419,000
Q3 2023 Nov 22, 2023	BUY	$12.3 - $22.47 $95,202 - $173,917	7,740 Added 77.4%	17,740 $222,000
Q2 2023 Aug 14, 2023	SELL	$14.63 - $21.78 $6.42 Million - $9.56 Million	-438,800 Reduced 97.77%	10,000 $178,000
Q1 2023 Jun 05, 2023	BUY	$17.03 - $28.4 $7.64 Million - $12.7 Million	448,800 New	448,800 $9.04 Million

Q4 2022 Jun 12, 2023	SELL	$19.46 - $32.73 $8.54 Million - $14.4 Million	-439,078 Reduced 97.83%	9,722 $233,000
Q2 2022 Aug 11, 2022	SELL	$17.94 - $33.37 $118,421 - $220,275	-6,601 Closed	0 $0
Q1 2022 May 20, 2022	BUY	$19.99 - $35.47 $131,953 - $234,137	6,601 New	6,601 $200,000
Q4 2021 Feb 17, 2022	SELL	$31.44 - $58.66 $151,006 - $281,743	-4,803 Closed	0 $0
Q3 2021 Nov 23, 2021	SELL	$41.0 - $56.82 $307,049 - $425,524	-7,489 Reduced 60.93%	4,803 $211,000
Q3 2021 Nov 16, 2021	BUY	$41.0 - $56.82 $503,972 - $698,431	12,292 New	12,292 $211,000

Others Institutions Holding RUN

# of Institutions

473

Shares Held

237M

Call Options Held

19.8M

Put Options Held

20.7M

View Full List

About Sunrun Inc.

Ticker RUN
Exchange NASDAQ
Sector Technology
Industry Solar
Shares Outstandng 212,104,000
Market Cap $2.32B
Description
Sunrun Inc. engages in the design, development, installation, sale, ownership, and maintenance of residential solar energy systems in the United States. It also sells solar energy systems and products, such as panels and racking; and solar leads generated to customers. In addition, the company offers battery storage along with solar energy syste...

More about RUN

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Ep Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ep Wealth Advisors, LLC with notifications on news.

Account

Ep Wealth Advisors, LLC Sunrun Inc. Transaction History