AGF Investments America’s Brookfield Renewable BEPC Stock Holding History

AGF Investments America’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 Q3	$3.78M	Hold	115,676	–	–	1.4%	27
2022 Q2	$4.12M	Hold	115,676	–	–	1.62%	24
2022 Q1	$5.05M	Buy	115,676 +46,869	+68%	+$1.73M	0.92%	44
2021 Q4	$2.53M	Hold	68,807	–	–	0.48%	48
2021 Q3	$2.67M	Buy	68,807 +10,966	+19%	+$459K	0.56%	46
2021 Q2	$2.43M	Buy	57,841 +929	+2%	+$39.5K	0.57%	51
2021 Q1	$2.67M	Buy	56,912 +2,664	+5%	+$136K	0.67%	47
2020 Q4	$3.17M	Hold	54,248	–	–	0.82%	41
2020 Q3	$2.12M	Buy	+54,248	New	+$1.82M	0.64%	46

Other funds holding BEPC

Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

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

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

AGF Investments America's BEPC Position: Q3 2022 in Review

AGF Investments America held its Brookfield Renewable (BEPC) position steady in Q3 2022 at 115,676 shares worth $3.78M. The position accounts for 1.4% of the portfolio, ranked #27.

AGF Investments America first reported a position in BEPC in Q3 2020 and has held it in 9 quarters since. The position peaked at $5.05M in Q1 2022. 352 funds tracked by Wall St. Rank hold BEPC as of Q3 2022.

AGF Investments America held 115,676 shares of Brookfield Renewable worth $3.78M as of Q3 2022.
AGF Investments America left its Brookfield Renewable share count unchanged in Q3 2022.
Brookfield Renewable made up 1.4% of AGF Investments America's portfolio in Q3 2022, its #27 holding.
AGF Investments America first reported a position in Brookfield Renewable in Q3 2020 and has held it in 9 quarters since.
AGF Investments America's Brookfield Renewable position peaked at $5.05M in Q1 2022.
352 funds tracked by Wall St. Rank held Brookfield Renewable as of Q3 2022.

Based on AGF Investments America's 13F filing for Q3 2022, filed 10 Nov 2022.