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TFO Wealth Partners’s Clearway Energy Class C CWEN Stock Holding History

TFO Wealth Partners’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
2023
Q1 		– Sell
-2
Closed -$116 – 855
2022
Q4 		$116 Buy
+2
New +$67 ﹤0.01% 743

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Neuberger Berman Group
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1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
KACA
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

TFO Wealth Partners's CWEN Position: Q1 2023 in Review

TFO Wealth Partners sold out of Clearway Energy Class C (CWEN) in Q1 2023, closing a stake of 2 shares — an estimated $116 sold.

TFO Wealth Partners first reported a position in CWEN in Q4 2022 and held it in 1 quarter. The position peaked at $116 in Q4 2022. 306 funds tracked by Wall St. Rank hold CWEN as of Q1 2023.

  • TFO Wealth Partners reported no remaining Clearway Energy Class C position as of Q1 2023 after selling out during the quarter.
  • TFO Wealth Partners sold 2 Clearway Energy Class C shares in Q1 2023, an estimated $116.
  • TFO Wealth Partners first reported a position in Clearway Energy Class C in Q4 2022 and held it in 1 quarter.
  • TFO Wealth Partners's Clearway Energy Class C position peaked at $116 in Q4 2022.
  • 306 funds tracked by Wall St. Rank held Clearway Energy Class C as of Q1 2023.

Based on TFO Wealth Partners's 13F filing for Q1 2023, filed 3 May 2023.