CWM
RUN icon

CarsonAllaria Wealth Management’s Sunrun RUN Stock Holding History

CarsonAllaria Wealth Management’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
-48
Closed -$867 – 386
2024
Q3 		$867 Hold
48
– – ﹤0.01% 369
2024
Q2 		$569 Hold
48
– – ﹤0.01% 359
2024
Q1 		$633 Hold
48
– – ﹤0.01% 377
2023
Q4 		$942 Hold
48
– – ﹤0.01% 332
2023
Q3 		$603 Hold
48
– – ﹤0.01% 345
2023
Q2 		$857 Hold
48
– – ﹤0.01% 362
2023
Q1 		$967 Hold
48
– – ﹤0.01% 336
2022
Q4 		$1K Hold
48
– – ﹤0.01% 328
2022
Q3 		$1K Hold
48
– – ﹤0.01% 323
2022
Q2 		$1K Hold
48
– – ﹤0.01% 320
2022
Q1 		$1K Hold
48
– – ﹤0.01% 328
2021
Q4 		$2K Buy
+48
New +$2.25K ﹤0.01% 321

Other funds holding RUN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GC
Greenvale Capital London, United Kingdom $912M AUM 34.2% 1-Year Est. Return
Alyeska Investment Group
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)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SC
Sylebra Capital Palo Alto, California $774M AUM 56.69% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CarsonAllaria Wealth Management's RUN Position: Q4 2024 in Review

CarsonAllaria Wealth Management sold out of Sunrun (RUN) in Q4 2024, closing a stake of 48 shares — an estimated $867 sold.

CarsonAllaria Wealth Management first reported a position in RUN in Q4 2021 and held it in 12 quarters. The position peaked at $2K in Q4 2021. 397 funds tracked by Wall St. Rank hold RUN as of Q4 2024.

  • CarsonAllaria Wealth Management reported no remaining Sunrun position as of Q4 2024 after selling out during the quarter.
  • CarsonAllaria Wealth Management sold 48 Sunrun shares in Q4 2024, an estimated $867.
  • CarsonAllaria Wealth Management first reported a position in Sunrun in Q4 2021 and held it in 12 quarters.
  • CarsonAllaria Wealth Management's Sunrun position peaked at $2K in Q4 2021.
  • 397 funds tracked by Wall St. Rank held Sunrun as of Q4 2024.

Based on CarsonAllaria Wealth Management's 13F filing for Q4 2024, filed 27 Jan 2025.