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Baystate Wealth Management’s Clearway Energy Class C CWEN Stock Holding History

Baystate Wealth Management’s Portfolio CWEN Stock Details CWEN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-80
Closed -$2K – 692
2020
Q3 		$2K Buy
80
+2
+3% +$49 ﹤0.01% 526
2020
Q2 		$2K Buy
+78
New +$1.65K ﹤0.01% 533

Other funds holding CWEN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CIA
ClearBridge Investments (Australia) Sydney, Australia $4.56B AUM 24.16% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Baystate Wealth Management's CWEN Position: Q4 2020 in Review

Baystate Wealth Management sold out of Clearway Energy Class C (CWEN) in Q4 2020, closing a stake of 80 shares — an estimated $2K sold.

Baystate Wealth Management first reported a position in CWEN in Q2 2020 and held it in 2 quarters. The position peaked at $2K in Q3 2020. 217 funds tracked by Wall St. Rank hold CWEN as of Q4 2020.

  • Baystate Wealth Management reported no remaining Clearway Energy Class C position as of Q4 2020 after selling out during the quarter.
  • Baystate Wealth Management sold 80 Clearway Energy Class C shares in Q4 2020, an estimated $2K.
  • Baystate Wealth Management first reported a position in Clearway Energy Class C in Q2 2020 and held it in 2 quarters.
  • Baystate Wealth Management's Clearway Energy Class C position peaked at $2K in Q3 2020.
  • 217 funds tracked by Wall St. Rank held Clearway Energy Class C as of Q4 2020.

Based on Baystate Wealth Management's 13F filing for Q4 2020, filed 15 Jan 2021.