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Access Financial Services’s Brookfield Renewable BEPC Stock Holding History

Access Financial Services’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
2022
Q1 		– Sell
-16,823
Closed -$620K – 111
2021
Q4 		$620K Buy
16,823
+109
+0.7% +$4.16K 0.28% 85
2021
Q3 		$649K Buy
16,714
+714
+4% +$29.9K 0.29% 80
2021
Q2 		$671K Buy
+16,000
New +$680K 0.31% 80

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
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Access Financial Services's BEPC Position: Q1 2022 in Review

Access Financial Services sold out of Brookfield Renewable (BEPC) in Q1 2022, closing a stake of 16,823 shares — an estimated $620K sold.

Access Financial Services first reported a position in BEPC in Q2 2021 and held it in 3 quarters. The position peaked at $671K in Q2 2021. 357 funds tracked by Wall St. Rank hold BEPC as of Q1 2022.

  • Access Financial Services reported no remaining Brookfield Renewable position as of Q1 2022 after selling out during the quarter.
  • Access Financial Services sold 16,823 Brookfield Renewable shares in Q1 2022, an estimated $620K.
  • Access Financial Services first reported a position in Brookfield Renewable in Q2 2021 and held it in 3 quarters.
  • Access Financial Services's Brookfield Renewable position peaked at $671K in Q2 2021.
  • 357 funds tracked by Wall St. Rank held Brookfield Renewable as of Q1 2022.

Based on Access Financial Services's 13F filing for Q1 2022, filed 19 Apr 2022.