RWMG
CWEN.A

Redwood Wealth Management Group’s Clearway Energy Class A CWEN.A Stock Holding History

Redwood Wealth Management Group’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
2024
Q3 		– Sell
-2,100
Closed -$47.6K – 379
2024
Q2 		$47.6K Buy
+2,100
New +$49K 0.04% 315

Other funds holding CWEN.A

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
MFS
Mirabella Financial Services London, United Kingdom $1.05B AUM 22.45% 1-Year Est. Return
ACM
Advisors Capital Management Ridgewood, New Jersey $8.58B AUM 23.43% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return

Redwood Wealth Management Group's CWEN.A Position: Q3 2024 in Review

Redwood Wealth Management Group sold out of Clearway Energy Class A (CWEN.A) in Q3 2024, closing a stake of 2,100 shares — an estimated $47.6K sold.

Redwood Wealth Management Group first reported a position in CWEN.A in Q2 2024 and held it in 1 quarter. The position peaked at $47.6K in Q2 2024. 215 funds tracked by Wall St. Rank hold CWEN.A as of Q3 2024.

  • Redwood Wealth Management Group reported no remaining Clearway Energy Class A position as of Q3 2024 after selling out during the quarter.
  • Redwood Wealth Management Group sold 2,100 Clearway Energy Class A shares in Q3 2024, an estimated $47.6K.
  • Redwood Wealth Management Group first reported a position in Clearway Energy Class A in Q2 2024 and held it in 1 quarter.
  • Redwood Wealth Management Group's Clearway Energy Class A position peaked at $47.6K in Q2 2024.
  • 215 funds tracked by Wall St. Rank held Clearway Energy Class A as of Q3 2024.

Based on Redwood Wealth Management Group's 13F filing for Q3 2024, filed 13 Nov 2024.