SW
RUN icon

Simplicity Wealth’s Sunrun RUN Stock Holding History

Simplicity 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
Q3 		– Sell
-11,100
Closed -$132K – 1059
2024
Q2 		$132K Buy
+11,100
New +$136K ﹤0.01% 1156

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

Simplicity Wealth's RUN Position: Q3 2024 in Review

Simplicity Wealth sold out of Sunrun (RUN) in Q3 2024, closing a stake of 11,100 shares — an estimated $132K sold.

Simplicity Wealth first reported a position in RUN in Q2 2024 and held it in 1 quarter. The position peaked at $132K in Q2 2024. 438 funds tracked by Wall St. Rank hold RUN as of Q3 2024.

  • Simplicity Wealth reported no remaining Sunrun position as of Q3 2024 after selling out during the quarter.
  • Simplicity Wealth sold 11,100 Sunrun shares in Q3 2024, an estimated $132K.
  • Simplicity Wealth first reported a position in Sunrun in Q2 2024 and held it in 1 quarter.
  • Simplicity Wealth's Sunrun position peaked at $132K in Q2 2024.
  • 438 funds tracked by Wall St. Rank held Sunrun as of Q3 2024.

Based on Simplicity Wealth's 13F filing for Q3 2024, filed 10 Oct 2024.