PGWM
CWEN.A

Parisi Gray Wealth Management’s Clearway Energy Class A CWEN.A Stock Holding History

Parisi Gray Wealth Management’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
2018
Q3 		– Sell
-57
Closed -$1K – 584
2018
Q2 		$1K Buy
+57
New +$984 ﹤0.01% 588

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Ameriprise
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Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
State Street
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TA
Teachers Advisors New York $81.7B AUM 13.62% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Parisi Gray Wealth Management's CWEN.A Position: Q3 2018 in Review

Parisi Gray Wealth Management sold out of Clearway Energy Class A (CWEN.A) in Q3 2018, closing a stake of 57 shares — an estimated $1K sold.

Parisi Gray Wealth Management first reported a position in CWEN.A in Q2 2018 and held it in 1 quarter. The position peaked at $1K in Q2 2018. 121 funds tracked by Wall St. Rank hold CWEN.A as of Q3 2018.

  • Parisi Gray Wealth Management reported no remaining Clearway Energy Class A position as of Q3 2018 after selling out during the quarter.
  • Parisi Gray Wealth Management sold 57 Clearway Energy Class A shares in Q3 2018, an estimated $1K.
  • Parisi Gray Wealth Management first reported a position in Clearway Energy Class A in Q2 2018 and held it in 1 quarter.
  • Parisi Gray Wealth Management's Clearway Energy Class A position peaked at $1K in Q2 2018.
  • 121 funds tracked by Wall St. Rank held Clearway Energy Class A as of Q3 2018.

Based on Parisi Gray Wealth Management's 13F filing for Q3 2018, filed 14 Nov 2018.