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Achmea Investment Management’s Brookfield Renewable BEPC Stock Holding History

Achmea Investment Management’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
2024
Q1 		– Sell
-28,542
Closed -$825K – 427
2023
Q4 		$825K Hold
28,542
– – 0.02% 408
2023
Q3 		$686K Buy
28,542
+12,258
+75% +$356K 0.02% 422
2023
Q2 		$514K Buy
16,284
+15,411
+1,765% +$520K 0.01% 487
2023
Q1 		$30K Sell
873
-43,789
-98% -$1.33M ﹤0.01% 569
2022
Q4 		$1.15M Buy
44,662
+43,789
+5,016% +$1.35M 0.04% 375
2022
Q3 		$28K Buy
+873
New +$33.6K ﹤0.01% 581

Other funds holding BEPC

BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return

Achmea Investment Management's BEPC Position: Q1 2024 in Review

Achmea Investment Management sold out of Brookfield Renewable (BEPC) in Q1 2024, closing a stake of 28,542 shares — an estimated $825K sold.

Achmea Investment Management first reported a position in BEPC in Q3 2022 and held it in 6 quarters. The position peaked at $1.15M in Q4 2022. 368 funds tracked by Wall St. Rank hold BEPC as of Q1 2024.

  • Achmea Investment Management reported no remaining Brookfield Renewable position as of Q1 2024 after selling out during the quarter.
  • Achmea Investment Management sold 28,542 Brookfield Renewable shares in Q1 2024, an estimated $825K.
  • Achmea Investment Management first reported a position in Brookfield Renewable in Q3 2022 and held it in 6 quarters.
  • Achmea Investment Management's Brookfield Renewable position peaked at $1.15M in Q4 2022.
  • 368 funds tracked by Wall St. Rank held Brookfield Renewable as of Q1 2024.

Based on Achmea Investment Management's 13F filing for Q1 2024, filed 8 May 2024.