TCI Wealth Advisors’s Clearway Energy Class A CWEN.A Stock Holding History

TCI Wealth Advisors’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
2023 Q2	–	Sell	-212	Closed	-$6.37K	–	695
2023 Q1	$6.37K	Sell	212 -1	-0.5%	-$30	﹤0.01%	1363
2022 Q4	$6.37K	Buy	213 +45	+27%	+$1.41K	﹤0.01%	1365
2022 Q3	$5K	Buy	168 +1	+0.6%	+$34	﹤0.01%	1436
2022 Q2	$5K	Hold	167	–	–	﹤0.01%	1457
2022 Q1	$6K	Hold	167	–	–	﹤0.01%	1400
2021 Q4	$6K	Hold	167	–	–	﹤0.01%	1512
2021 Q3	$5K	Buy	+167	New	+$4.7K	﹤0.01%	1566
2021 Q2	–	Sell	-70	Closed	-$2K	–	2342
2021 Q1	$2K	Buy	+70	New	+$2.02K	﹤0.01%	1711
2020 Q1	–	Sell	-96	Closed	-$2K	–	1526
2019 Q4	$2K	Hold	96	–	–	﹤0.01%	1120
2019 Q3	$2K	Hold	96	–	–	﹤0.01%	1054
2019 Q2	$2K	Hold	96	–	–	﹤0.01%	991
2019 Q1	$1K	Buy	+96	New	+$1.4K	﹤0.01%	1185

Other funds holding CWEN.A

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

AMH

Apollo Management Holdings New York $7.6B AUM 23.97% 1-Year Est. Return

EIP

Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

TCI Wealth Advisors's CWEN.A Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Clearway Energy Class A (CWEN.A) in Q2 2023, closing a stake of 212 shares — an estimated $6.37K sold.

TCI Wealth Advisors first reported a position in CWEN.A in Q1 2019 and held it in 12 quarters. The position peaked at $6.37K in Q4 2022. 161 funds tracked by Wall St. Rank hold CWEN.A as of Q2 2023.

TCI Wealth Advisors reported no remaining Clearway Energy Class A position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 212 Clearway Energy Class A shares in Q2 2023, an estimated $6.37K.
TCI Wealth Advisors first reported a position in Clearway Energy Class A in Q1 2019 and held it in 12 quarters.
TCI Wealth Advisors's Clearway Energy Class A position peaked at $6.37K in Q4 2022.
161 funds tracked by Wall St. Rank held Clearway Energy Class A as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.