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Realta Investment Advisors’s Clearway Energy Class C CWEN Stock Holding History

Realta Investment 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
Q1 		– Sell
-125
Closed -$2K – 528
2019
Q4 		$2K Hold
125
– – ﹤0.01% 1468
2019
Q3 		$2K Hold
125
– – ﹤0.01% 1487
2019
Q2 		$2K Hold
125
– – ﹤0.01% 1545
2019
Q1 		$2K Buy
+125
New +$1.88K ﹤0.01% 1204

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
AMH
Apollo Management Holdings New York $7.6B AUM 23.97% 1-Year Est. Return
CIA
ClearBridge Investments (Australia) Sydney, Australia $4.56B AUM 24.16% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Realta Investment Advisors's CWEN Position: Q1 2020 in Review

Realta Investment Advisors sold out of Clearway Energy Class C (CWEN) in Q1 2020, closing a stake of 125 shares — an estimated $2K sold.

Realta Investment Advisors first reported a position in CWEN in Q1 2019 and held it in 4 quarters. The position peaked at $2K in Q4 2019. 164 funds tracked by Wall St. Rank hold CWEN as of Q1 2020.

  • Realta Investment Advisors reported no remaining Clearway Energy Class C position as of Q1 2020 after selling out during the quarter.
  • Realta Investment Advisors sold 125 Clearway Energy Class C shares in Q1 2020, an estimated $2K.
  • Realta Investment Advisors first reported a position in Clearway Energy Class C in Q1 2019 and held it in 4 quarters.
  • Realta Investment Advisors's Clearway Energy Class C position peaked at $2K in Q4 2019.
  • 164 funds tracked by Wall St. Rank held Clearway Energy Class C as of Q1 2020.

Based on Realta Investment Advisors's 13F filing for Q1 2020, filed 23 Apr 2020.