Ownership history in Integrated Wealth Concepts LLC Β· 11 quarters on record
This page tracks every 13F SEC filing in which Integrated Wealth Concepts LLC reported a position in SUNRUN INC (RUN). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π Integrated Wealth Concepts LLC outperformed the S&P 500 by +14.2% annually on this RUN position. Timing score: 50% (5/10 decisions correct). Average cost basis: $15.43. Maximum drawdown during holding period: β70.9%.
π₯ Exceptional β beat the S&P 500 by 14.2% per year on this position.
10 quarters analyzed
β‘οΈ Neutral timing β roughly coin-flip accuracy on add/trim calls.
5 of 10 add/trim decisions correct
Best entry: $5.86 (2025 Q1) Β· Worst: $20.15 (2023 Q1)
πͺ Held through 2 major drawdowns (>20%).
5 adds Β· 6 trims. Bought during 4 of 6 down-price quarters. π Predominantly trimming β distribution phase.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.0% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size