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Independent Advisor Alliance’s Clearway Energy Class C CWEN Stock Holding History

Independent Advisor Alliance’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
-19,470
Closed -$366K – 504
2020
Q1 		$366K Buy
+19,470
New +$405K 0.05% 247

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
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
AMH
Apollo Management Holdings New York $7.6B AUM 23.97% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Independent Advisor Alliance's CWEN Position: Q2 2020 in Review

Independent Advisor Alliance sold out of Clearway Energy Class C (CWEN) in Q2 2020, closing a stake of 19,470 shares — an estimated $366K sold.

Independent Advisor Alliance first reported a position in CWEN in Q1 2020 and held it in 1 quarter. The position peaked at $366K in Q1 2020. 184 funds tracked by Wall St. Rank hold CWEN as of Q2 2020.

  • Independent Advisor Alliance reported no remaining Clearway Energy Class C position as of Q2 2020 after selling out during the quarter.
  • Independent Advisor Alliance sold 19,470 Clearway Energy Class C shares in Q2 2020, an estimated $366K.
  • Independent Advisor Alliance first reported a position in Clearway Energy Class C in Q1 2020 and held it in 1 quarter.
  • Independent Advisor Alliance's Clearway Energy Class C position peaked at $366K in Q1 2020.
  • 184 funds tracked by Wall St. Rank held Clearway Energy Class C as of Q2 2020.

Based on Independent Advisor Alliance's 13F filing for Q2 2020, filed 6 Aug 2020.