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Advisor OS’s Brookfield Renewable BEPC Stock Holding History

Advisor OS’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
-6,949
Closed -$200K – 389
2023
Q4 		$200K Buy
+6,949
New +$177K 0.03% 328
2023
Q3 		– Sell
-7,385
Closed -$233K – 288
2023
Q2 		$233K Sell
7,385
-2,243
-23% -$75.7K 0.04% 266
2023
Q1 		$336K Buy
+9,628
New +$291K 0.08% 181
2022
Q4 		– Sell
-6,485
Closed -$212K – 214
2022
Q3 		$212K Buy
+6,485
New +$249K 0.06% 188

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

Advisor OS's BEPC Position: Q1 2024 in Review

Advisor OS sold out of Brookfield Renewable (BEPC) in Q1 2024, closing a stake of 6,949 shares — an estimated $200K sold.

Advisor OS first reported a position in BEPC in Q3 2022 and held it in 4 quarters. The position peaked at $336K in Q1 2023. 368 funds tracked by Wall St. Rank hold BEPC as of Q1 2024.

  • Advisor OS reported no remaining Brookfield Renewable position as of Q1 2024 after selling out during the quarter.
  • Advisor OS sold 6,949 Brookfield Renewable shares in Q1 2024, an estimated $200K.
  • Advisor OS first reported a position in Brookfield Renewable in Q3 2022 and held it in 4 quarters.
  • Advisor OS's Brookfield Renewable position peaked at $336K in Q1 2023.
  • 368 funds tracked by Wall St. Rank held Brookfield Renewable as of Q1 2024.

Based on Advisor OS's 13F filing for Q1 2024, filed 9 May 2024.