Atlas Private Wealth Advisors’s Brookfield Renewable BEPC Stock Holding History

Atlas Private 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
2021 Q4	–	Sell	-79	Closed	-$3K	–	204
2021 Q3	$3K	Buy	79 +1	+1%	+$42	﹤0.01%	617
2021 Q2	$3K	Hold	78	–	–	﹤0.01%	621
2021 Q1	$4K	Buy	78 +1	+1%	+$51	﹤0.01%	640
2020 Q4	$5K	Sell	77 -1	-1%	-$48	﹤0.01%	511
2020 Q3	$3K	Buy	+78	New	+$2.62K	﹤0.01%	518

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

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

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

CIA

ClearBridge Investments (Australia) Sydney, Australia $4.56B AUM 24.16% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Atlas Private Wealth Advisors's BEPC Position: Q4 2021 in Review

Atlas Private Wealth Advisors sold out of Brookfield Renewable (BEPC) in Q4 2021, closing a stake of 79 shares — an estimated $3K sold.

Atlas Private Wealth Advisors first reported a position in BEPC in Q3 2020 and held it in 5 quarters. The position peaked at $5K in Q4 2020. 346 funds tracked by Wall St. Rank hold BEPC as of Q4 2021.

Atlas Private Wealth Advisors reported no remaining Brookfield Renewable position as of Q4 2021 after selling out during the quarter.
Atlas Private Wealth Advisors sold 79 Brookfield Renewable shares in Q4 2021, an estimated $3K.
Atlas Private Wealth Advisors first reported a position in Brookfield Renewable in Q3 2020 and held it in 5 quarters.
Atlas Private Wealth Advisors's Brookfield Renewable position peaked at $5K in Q4 2020.
346 funds tracked by Wall St. Rank held Brookfield Renewable as of Q4 2021.

Based on Atlas Private Wealth Advisors's 13F filing for Q4 2021, filed 21 Apr 2022.