Avion Wealth’s Sunrun RUN Stock Holding History

Avion Wealth’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
2024 Q4	–	Sell	-90	Closed	-$1K	–	1250
2024 Q3	$1K	Hold	90	–	–	﹤0.01%	893
2024 Q2	$1K	Buy	90 +37	+70%	+$453	﹤0.01%	804
2024 Q1	$1K	Hold	53	–	–	﹤0.01%	1060
2023 Q4	$1K	Buy	+53	New	+$672	﹤0.01%	950

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

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

Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 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

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

Sylebra Capital Palo Alto, California $774M AUM 56.69% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Avion Wealth's RUN Position: Q4 2024 in Review

Avion Wealth sold out of Sunrun (RUN) in Q4 2024, closing a stake of 90 shares — an estimated $1K sold.

Avion Wealth first reported a position in RUN in Q4 2023 and held it in 4 quarters. The position peaked at $1K in Q3 2024. 397 funds tracked by Wall St. Rank hold RUN as of Q4 2024.

Avion Wealth reported no remaining Sunrun position as of Q4 2024 after selling out during the quarter.
Avion Wealth sold 90 Sunrun shares in Q4 2024, an estimated $1K.
Avion Wealth first reported a position in Sunrun in Q4 2023 and held it in 4 quarters.
Avion Wealth's Sunrun position peaked at $1K in Q3 2024.
397 funds tracked by Wall St. Rank held Sunrun as of Q4 2024.

Based on Avion Wealth's 13F filing for Q4 2024, filed 29 Jan 2025.