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Advisornet Financial’s Brookfield Renewable BEPC Stock Holding History

Advisornet Financial’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
Q2 		– Sell
-40
Closed -$983 – 2086
2024
Q1 		$983 Buy
40
+23
+135% +$603 ﹤0.01% 1767
2023
Q4 		$489 Buy
17
+5
+42% +$127 ﹤0.01% 2114
2023
Q3 		$287 Buy
12
+3
+33% +$87 ﹤0.01% 2083
2023
Q2 		$284 Buy
9
+3
+50% +$101 ﹤0.01% 2157
2023
Q1 		$210 Buy
6
+4
+200% +$121 ﹤0.01% 2244
2022
Q4 		$55 Buy
+2
New +$62 ﹤0.01% 2326
2022
Q2 		– Sell
-19
Closed -$1K – 1880
2022
Q1 		$1K Sell
19
-122
-87% -$4.51K ﹤0.01% 1849
2021
Q4 		$5K Buy
141
+10
+8% +$382 ﹤0.01% 1636
2021
Q3 		$5K Hold
131
– – ﹤0.01% 1603
2021
Q2 		$5K Hold
131
– – ﹤0.01% 1558
2021
Q1 		$6K Hold
131
– – ﹤0.01% 1469
2020
Q4 		$8K Sell
131
-1
-0.8% -$48 ﹤0.01% 1332
2020
Q3 		$5K Buy
+132
New +$4.43K ﹤0.01% 1408

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
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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 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
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Advisornet Financial's BEPC Position: Q2 2024 in Review

Advisornet Financial sold out of Brookfield Renewable (BEPC) in Q2 2024, closing a stake of 40 shares — an estimated $983 sold.

Advisornet Financial first reported a position in BEPC in Q3 2020 and held it in 13 quarters. The position peaked at $8K in Q4 2020. 357 funds tracked by Wall St. Rank hold BEPC as of Q2 2024.

  • Advisornet Financial reported no remaining Brookfield Renewable position as of Q2 2024 after selling out during the quarter.
  • Advisornet Financial sold 40 Brookfield Renewable shares in Q2 2024, an estimated $983.
  • Advisornet Financial first reported a position in Brookfield Renewable in Q3 2020 and held it in 13 quarters.
  • Advisornet Financial's Brookfield Renewable position peaked at $8K in Q4 2020.
  • 357 funds tracked by Wall St. Rank held Brookfield Renewable as of Q2 2024.

Based on Advisornet Financial's 13F filing for Q2 2024, filed 16 Jul 2024.