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Armstrong Advisory Group’s Brookfield Renewable BEPC Stock Holding History

Armstrong Advisory Group’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
Q4 		– Sell
-108
Closed -$2.59K – 779
2023
Q3 		$2.59K Buy
+108
New +$3.13K ﹤0.01% 759

Other funds holding BEPC

BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Armstrong Advisory Group's BEPC Position: Q4 2023 in Review

Armstrong Advisory Group sold out of Brookfield Renewable (BEPC) in Q4 2023, closing a stake of 108 shares — an estimated $2.59K sold.

Armstrong Advisory Group first reported a position in BEPC in Q3 2023 and held it in 1 quarter. The position peaked at $2.59K in Q3 2023. 355 funds tracked by Wall St. Rank hold BEPC as of Q4 2023.

  • Armstrong Advisory Group reported no remaining Brookfield Renewable position as of Q4 2023 after selling out during the quarter.
  • Armstrong Advisory Group sold 108 Brookfield Renewable shares in Q4 2023, an estimated $2.59K.
  • Armstrong Advisory Group first reported a position in Brookfield Renewable in Q3 2023 and held it in 1 quarter.
  • Armstrong Advisory Group's Brookfield Renewable position peaked at $2.59K in Q3 2023.
  • 355 funds tracked by Wall St. Rank held Brookfield Renewable as of Q4 2023.

Based on Armstrong Advisory Group's 13F filing for Q4 2023, filed 17 Jan 2024.