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Taylor Hoffman Wealth Management’s Clearway Energy Class C CWEN Stock Holding History

Taylor Hoffman Wealth Management’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
Q3 		– Sell
-1,200
Closed -$28K – 173
2020
Q2 		$28K Buy
+1,200
New +$25.4K 0.02% 232
2020
Q1 		– Sell
-1,200
Closed -$24K – 174
2019
Q4 		$24K Buy
1,200
+700
+140% +$13.6K 0.02% 259
2019
Q3 		$9K Buy
+500
New +$8.85K 0.01% 316

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Taylor Hoffman Wealth Management's CWEN Position: Q3 2020 in Review

Taylor Hoffman Wealth Management sold out of Clearway Energy Class C (CWEN) in Q3 2020, closing a stake of 1,200 shares — an estimated $28K sold.

Taylor Hoffman Wealth Management first reported a position in CWEN in Q3 2019 and held it in 3 quarters. The position peaked at $28K in Q2 2020. 195 funds tracked by Wall St. Rank hold CWEN as of Q3 2020.

  • Taylor Hoffman Wealth Management reported no remaining Clearway Energy Class C position as of Q3 2020 after selling out during the quarter.
  • Taylor Hoffman Wealth Management sold 1,200 Clearway Energy Class C shares in Q3 2020, an estimated $28K.
  • Taylor Hoffman Wealth Management first reported a position in Clearway Energy Class C in Q3 2019 and held it in 3 quarters.
  • Taylor Hoffman Wealth Management's Clearway Energy Class C position peaked at $28K in Q2 2020.
  • 195 funds tracked by Wall St. Rank held Clearway Energy Class C as of Q3 2020.

Based on Taylor Hoffman Wealth Management's 13F filing for Q3 2020, filed 29 Oct 2020.