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Abacus Wealth Partners’s Brookfield Renewable BEPC Stock Holding History

Abacus Wealth Partners’s Portfolio BEPC Stock Details BEPC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-4,441
Closed -$259K – 112
2020
Q4 		$259K Buy
+4,441
New +$214K 0.23% 68

Other funds holding BEPC

BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
CIA
ClearBridge Investments (Australia) Sydney, Australia $4.56B AUM 24.16% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Abacus Wealth Partners's BEPC Position: Q1 2021 in Review

Abacus Wealth Partners sold out of Brookfield Renewable (BEPC) in Q1 2021, closing a stake of 4,441 shares — an estimated $259K sold.

Abacus Wealth Partners first reported a position in BEPC in Q4 2020 and held it in 1 quarter. The position peaked at $259K in Q4 2020. 325 funds tracked by Wall St. Rank hold BEPC as of Q1 2021.

  • Abacus Wealth Partners reported no remaining Brookfield Renewable position as of Q1 2021 after selling out during the quarter.
  • Abacus Wealth Partners sold 4,441 Brookfield Renewable shares in Q1 2021, an estimated $259K.
  • Abacus Wealth Partners first reported a position in Brookfield Renewable in Q4 2020 and held it in 1 quarter.
  • Abacus Wealth Partners's Brookfield Renewable position peaked at $259K in Q4 2020.
  • 325 funds tracked by Wall St. Rank held Brookfield Renewable as of Q1 2021.

Based on Abacus Wealth Partners's 13F filing for Q1 2021, filed 31 May 2023.