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Arden Trust’s Brookfield Renewable BEPC Stock Holding History

Arden Trust’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
2023
Q2 		– Sell
-8,284
Closed -$290K – 259
2023
Q1 		$290K Sell
8,284
-251
-3% -$7.6K 0.05% 247
2022
Q4 		$235K Sell
8,535
-626
-7% -$19.3K 0.05% 243
2022
Q3 		$300K Buy
+9,161
New +$352K 0.08% 216
2022
Q2 		– Sell
-10,075
Closed -$441K – 265
2022
Q1 		$441K Buy
10,075
+2,357
+31% +$87.1K 0.09% 192
2021
Q4 		$285K Sell
7,718
-1,208
-14% -$46.1K 0.05% 257
2021
Q3 		$346K Sell
8,926
-346
-4% -$14.5K 0.06% 232
2021
Q2 		$389K Buy
+9,272
New +$394K 0.06% 224
2021
Q1 		– Sell
-4,092
Closed -$238K – 307
2020
Q4 		$238K Sell
4,092
-1,734
-30% -$83.4K 0.04% 286
2020
Q3 		$228K Buy
+5,826
New +$195K 0.04% 277

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
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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
CIA
ClearBridge Investments (Australia) Sydney, Australia $4.56B AUM 24.16% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
SC
Scotia Capital Toronto, Ontario, Canada $24.3B AUM 29.21% 1-Year Est. Return

Arden Trust's BEPC Position: Q2 2023 in Review

Arden Trust sold out of Brookfield Renewable (BEPC) in Q2 2023, closing a stake of 8,284 shares — an estimated $290K sold.

Arden Trust first reported a position in BEPC in Q3 2020 and held it in 9 quarters. The position peaked at $441K in Q1 2022. 349 funds tracked by Wall St. Rank hold BEPC as of Q2 2023.

  • Arden Trust reported no remaining Brookfield Renewable position as of Q2 2023 after selling out during the quarter.
  • Arden Trust sold 8,284 Brookfield Renewable shares in Q2 2023, an estimated $290K.
  • Arden Trust first reported a position in Brookfield Renewable in Q3 2020 and held it in 9 quarters.
  • Arden Trust's Brookfield Renewable position peaked at $441K in Q1 2022.
  • 349 funds tracked by Wall St. Rank held Brookfield Renewable as of Q2 2023.

Based on Arden Trust's 13F filing for Q2 2023, filed 14 Jul 2023.