BWA
CWEN.A

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

BDO Wealth Advisors’s Portfolio CWEN.A Stock Details CWEN.A Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-7,345
Closed -$217K – 1179
2020
Q4 		$217K Sell
7,345
-257
-3% -$7.18K 0.03% 226
2020
Q3 		$188K Sell
7,602
-1,245
-14% -$28.7K 0.03% 223
2020
Q2 		$186K Hold
8,847
– – 0.03% 223
2020
Q1 		$152K Hold
8,847
– – 0.03% 227
2019
Q4 		$169K Hold
8,847
– – 0.04% 205
2019
Q3 		$153K Hold
8,847
– – 0.04% 220
2019
Q2 		$143K Buy
+8,847
New +$134K 0.04% 221

Other funds holding CWEN.A

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
AMH
Apollo Management Holdings New York $7.6B AUM 23.97% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return

BDO Wealth Advisors's CWEN.A Position: Q1 2021 in Review

BDO Wealth Advisors sold out of Clearway Energy Class A (CWEN.A) in Q1 2021, closing a stake of 7,345 shares — an estimated $217K sold.

BDO Wealth Advisors first reported a position in CWEN.A in Q2 2019 and held it in 7 quarters. The position peaked at $217K in Q4 2020. 135 funds tracked by Wall St. Rank hold CWEN.A as of Q1 2021.

  • BDO Wealth Advisors reported no remaining Clearway Energy Class A position as of Q1 2021 after selling out during the quarter.
  • BDO Wealth Advisors sold 7,345 Clearway Energy Class A shares in Q1 2021, an estimated $217K.
  • BDO Wealth Advisors first reported a position in Clearway Energy Class A in Q2 2019 and held it in 7 quarters.
  • BDO Wealth Advisors's Clearway Energy Class A position peaked at $217K in Q4 2020.
  • 135 funds tracked by Wall St. Rank held Clearway Energy Class A as of Q1 2021.

Based on BDO Wealth Advisors's 13F filing for Q1 2021, filed 14 May 2021.