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Safeguard Investment Advisory Group’s Clearway Energy Class C CWEN Stock Holding History

Safeguard Investment Advisory Group’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
2021
Q1 		– Sell
-593
Closed -$18K – 207
2020
Q4 		$18K Buy
+593
New +$17.8K 0.02% 320

Other funds holding CWEN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CIA
ClearBridge Investments (Australia) Sydney, Australia $4.56B AUM 24.16% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Safeguard Investment Advisory Group's CWEN Position: Q1 2021 in Review

Safeguard Investment Advisory Group sold out of Clearway Energy Class C (CWEN) in Q1 2021, closing a stake of 593 shares — an estimated $18K sold.

Safeguard Investment Advisory Group first reported a position in CWEN in Q4 2020 and held it in 1 quarter. The position peaked at $18K in Q4 2020. 234 funds tracked by Wall St. Rank hold CWEN as of Q1 2021.

  • Safeguard Investment Advisory Group reported no remaining Clearway Energy Class C position as of Q1 2021 after selling out during the quarter.
  • Safeguard Investment Advisory Group sold 593 Clearway Energy Class C shares in Q1 2021, an estimated $18K.
  • Safeguard Investment Advisory Group first reported a position in Clearway Energy Class C in Q4 2020 and held it in 1 quarter.
  • Safeguard Investment Advisory Group's Clearway Energy Class C position peaked at $18K in Q4 2020.
  • 234 funds tracked by Wall St. Rank held Clearway Energy Class C as of Q1 2021.

Based on Safeguard Investment Advisory Group's 13F filing for Q1 2021, filed 10 May 2021.