TSWM
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Tyler-Stone Wealth Management’s Sunrun RUN Stock Holding History

Tyler-Stone 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
Q3 		– Sell
-22
Closed -$261 – 807
2024
Q2 		$261 Hold
22
– – ﹤0.01% 947
2024
Q1 		$290 Hold
22
– – ﹤0.01% 931
2023
Q4 		$432 Hold
22
– – ﹤0.01% 900
2023
Q3 		$0 Hold
22
– – ﹤0.01% 944
2023
Q2 		$0 Buy
+22
New +$409 ﹤0.01% 909
2022
Q4 		$1K Hold
22
– – ﹤0.01% 831
2022
Q3 		$1K Hold
22
– – ﹤0.01% 829
2022
Q2 		$1K Buy
+22
New +$528 ﹤0.01% 832

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

Tyler-Stone Wealth Management's RUN Position: Q3 2024 in Review

Tyler-Stone Wealth Management sold out of Sunrun (RUN) in Q3 2024, closing a stake of 22 shares — an estimated $261 sold.

Tyler-Stone Wealth Management first reported a position in RUN in Q2 2022 and held it in 8 quarters. The position peaked at $1K in Q4 2022. 438 funds tracked by Wall St. Rank hold RUN as of Q3 2024.

  • Tyler-Stone Wealth Management reported no remaining Sunrun position as of Q3 2024 after selling out during the quarter.
  • Tyler-Stone Wealth Management sold 22 Sunrun shares in Q3 2024, an estimated $261.
  • Tyler-Stone Wealth Management first reported a position in Sunrun in Q2 2022 and held it in 8 quarters.
  • Tyler-Stone Wealth Management's Sunrun position peaked at $1K in Q4 2022.
  • 438 funds tracked by Wall St. Rank held Sunrun as of Q3 2024.

Based on Tyler-Stone Wealth Management's 13F filing for Q3 2024, filed 4 Nov 2024.