BDO Wealth Advisors’s Clearway Energy Class C CWEN Stock Holding History

BDO Wealth Advisors’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 Q2	–	Sell	-5,027	Closed	-$95K	–	704
2020 Q1	$95K	Hold	5,027	–	–	0.02%	275
2019 Q4	$100K	Hold	5,027	–	–	0.03%	250
2019 Q3	$92K	Hold	5,027	–	–	0.02%	263
2019 Q2	$85K	Buy	+5,027	New	+$79.4K	0.02%	261

Other funds holding CWEN

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

AMH

Apollo Management Holdings New York $7.6B AUM 23.97% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

BDO Wealth Advisors's CWEN Position: Q2 2020 in Review

BDO Wealth Advisors sold out of Clearway Energy Class C (CWEN) in Q2 2020, closing a stake of 5,027 shares — an estimated $95K sold.

BDO Wealth Advisors first reported a position in CWEN in Q2 2019 and held it in 4 quarters. The position peaked at $100K in Q4 2019. 184 funds tracked by Wall St. Rank hold CWEN as of Q2 2020.

BDO Wealth Advisors reported no remaining Clearway Energy Class C position as of Q2 2020 after selling out during the quarter.
BDO Wealth Advisors sold 5,027 Clearway Energy Class C shares in Q2 2020, an estimated $95K.
BDO Wealth Advisors first reported a position in Clearway Energy Class C in Q2 2019 and held it in 4 quarters.
BDO Wealth Advisors's Clearway Energy Class C position peaked at $100K in Q4 2019.
184 funds tracked by Wall St. Rank held Clearway Energy Class C as of Q2 2020.

Based on BDO Wealth Advisors's 13F filing for Q2 2020, filed 14 Aug 2020.