VisionPoint Advisory Group’s Sunrun RUN Stock Holding History

VisionPoint Advisory Group’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 Q1	–	Sell	-50	Closed	-$982	–	852
2023 Q4	$982	Hold	50	–	–	﹤0.01%	668
2023 Q3	$628	Sell	50 -9	-15%	-$148	﹤0.01%	622
2023 Q2	$1.05K	Buy	+59	New	+$1.1K	﹤0.01%	500
2021 Q4	–	Sell	-47,197	Closed	-$2.65M	–	103
2021 Q3	$2.65M	Buy	+47,197	New	+$2.25M	1.18%	26

Other funds holding RUN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

Greenvale Capital London, United Kingdom $912M AUM 34.2% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

VisionPoint Advisory Group's RUN Position: Q1 2024 in Review

VisionPoint Advisory Group sold out of Sunrun (RUN) in Q1 2024, closing a stake of 50 shares — an estimated $982 sold.

VisionPoint Advisory Group first reported a position in RUN in Q3 2021 and held it in 4 quarters. The position peaked at $2.65M in Q3 2021. 413 funds tracked by Wall St. Rank hold RUN as of Q1 2024.

VisionPoint Advisory Group reported no remaining Sunrun position as of Q1 2024 after selling out during the quarter.
VisionPoint Advisory Group sold 50 Sunrun shares in Q1 2024, an estimated $982.
VisionPoint Advisory Group first reported a position in Sunrun in Q3 2021 and held it in 4 quarters.
VisionPoint Advisory Group's Sunrun position peaked at $2.65M in Q3 2021.
413 funds tracked by Wall St. Rank held Sunrun as of Q1 2024.

Based on VisionPoint Advisory Group's 13F filing for Q1 2024, filed 10 May 2024.