Avitas Wealth Management LLC

SEC CIK: 0001734565
Latest filing: Jan 27, 2025

SEC filings (opens in a new tab)

RUN holding history

Sunrun Inc. in every 13F filed by Avitas Wealth Management LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

RUN overview All 13F holders of RUN Full Q4 2024 holdings

Shares (Q4 2021): 0; Sold out in Q4 2021
Value: $0
% of portfolio: 0.0%
Quarters held: 2; Since Q2 2021

Holdings of RUN by Avitas Wealth Management LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q4 2021	0	$0	0.0%	−44,186−100.0%	Sold out	Holders
Q3 2021	44,186	$1.94M	0.4%	+9,555+27.6%	Added	Holders
Q2 2021	34,631	$1.93M	0.3%	+34,631	New	Holders