MWA
RUN icon

Moser Wealth Advisors’s Sunrun RUN Stock Holding History

Moser Wealth Advisors’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
Q3 		– Sell
-100
Closed -$1.19K – 146
2024
Q2 		$1.19K Hold
100
– – ﹤0.01% 145
2024
Q1 		$1.32K Hold
100
– – ﹤0.01% 144
2023
Q4 		$1.96K Hold
100
– – ﹤0.01% 134
2023
Q3 		$1.26K Hold
100
– – ﹤0.01% 131
2023
Q2 		$1.79K Buy
+100
New +$1.86K ﹤0.01% 125
2022
Q4 		$2.4K Hold
100
– – ﹤0.01% 119
2022
Q3 		$3K Hold
100
– – ﹤0.01% 129
2022
Q2 		$2K Hold
100
– – ﹤0.01% 126
2022
Q1 		$3K Hold
100
– – ﹤0.01% 128
2021
Q4 		$3K Hold
100
– – ﹤0.01% 132
2021
Q3 		$4K Hold
100
– – ﹤0.01% 128
2021
Q2 		$6K Buy
+100
New +$4.83K ﹤0.01% 122

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
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
GC
Greenvale Capital London, United Kingdom $912M AUM 34.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Moser Wealth Advisors's RUN Position: Q3 2024 in Review

Moser Wealth Advisors sold out of Sunrun (RUN) in Q3 2024, closing a stake of 100 shares — an estimated $1.19K sold.

Moser Wealth Advisors first reported a position in RUN in Q2 2021 and held it in 12 quarters. The position peaked at $6K in Q2 2021. 438 funds tracked by Wall St. Rank hold RUN as of Q3 2024.

  • Moser Wealth Advisors reported no remaining Sunrun position as of Q3 2024 after selling out during the quarter.
  • Moser Wealth Advisors sold 100 Sunrun shares in Q3 2024, an estimated $1.19K.
  • Moser Wealth Advisors first reported a position in Sunrun in Q2 2021 and held it in 12 quarters.
  • Moser Wealth Advisors's Sunrun position peaked at $6K in Q2 2021.
  • 438 funds tracked by Wall St. Rank held Sunrun as of Q3 2024.

Based on Moser Wealth Advisors's 13F filing for Q3 2024, filed 5 Nov 2024.