AWA
BEPC icon

Arete Wealth Advisors’s Brookfield Renewable BEPC Stock Holding History

Arete Wealth Advisors’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
Q3 		– Sell
-13,375
Closed -$380K – 719
2024
Q2 		$380K Buy
13,375
+2,631
+24% +$73.5K 0.03% 459
2024
Q1 		$264K Buy
+10,744
New +$282K 0.02% 355
2023
Q3 		– Sell
-6,733
Closed -$212K – 524
2023
Q2 		$212K Buy
6,733
+1
+0% +$34 0.02% 580
2023
Q1 		$235K Buy
+6,732
New +$204K 0.02% 538
2022
Q3 		– Sell
-27,842
Closed -$597K – 582
2022
Q2 		$597K Buy
27,842
+22,406
+412% +$829K 0.06% 210
2022
Q1 		$238K Buy
+5,436
New +$201K 0.02% 439

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
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return

Arete Wealth Advisors's BEPC Position: Q3 2024 in Review

Arete Wealth Advisors sold out of Brookfield Renewable (BEPC) in Q3 2024, closing a stake of 13,375 shares — an estimated $380K sold.

Arete Wealth Advisors first reported a position in BEPC in Q1 2022 and held it in 6 quarters. The position peaked at $597K in Q2 2022. 364 funds tracked by Wall St. Rank hold BEPC as of Q3 2024.

  • Arete Wealth Advisors reported no remaining Brookfield Renewable position as of Q3 2024 after selling out during the quarter.
  • Arete Wealth Advisors sold 13,375 Brookfield Renewable shares in Q3 2024, an estimated $380K.
  • Arete Wealth Advisors first reported a position in Brookfield Renewable in Q1 2022 and held it in 6 quarters.
  • Arete Wealth Advisors's Brookfield Renewable position peaked at $597K in Q2 2022.
  • 364 funds tracked by Wall St. Rank held Brookfield Renewable as of Q3 2024.

Based on Arete Wealth Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.