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Northwest Financial Advisors’s Sunrun RUN Stock Holding History

Northwest Financial 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
Q4 		– Sell
-211
Closed -$3.81K – 451
2024
Q3 		$3.81K Buy
+211
New +$3.75K ﹤0.01% 463
2024
Q1 		– Sell
-211
Closed -$4.14K – 429
2023
Q4 		$4.14K Buy
+211
New +$2.68K ﹤0.01% 450

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

Northwest Financial Advisors's RUN Position: Q4 2024 in Review

Northwest Financial Advisors sold out of Sunrun (RUN) in Q4 2024, closing a stake of 211 shares — an estimated $3.81K sold.

Northwest Financial Advisors first reported a position in RUN in Q4 2023 and held it in 2 quarters. The position peaked at $4.14K in Q4 2023. 397 funds tracked by Wall St. Rank hold RUN as of Q4 2024.

  • Northwest Financial Advisors reported no remaining Sunrun position as of Q4 2024 after selling out during the quarter.
  • Northwest Financial Advisors sold 211 Sunrun shares in Q4 2024, an estimated $3.81K.
  • Northwest Financial Advisors first reported a position in Sunrun in Q4 2023 and held it in 2 quarters.
  • Northwest Financial Advisors's Sunrun position peaked at $4.14K in Q4 2023.
  • 397 funds tracked by Wall St. Rank held Sunrun as of Q4 2024.

Based on Northwest Financial Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.