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Atria Wealth Solutions’s Brookfield Renewable BEPC Stock Holding History

Atria Wealth Solutions’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
-8,626
Closed -$208K – 1933
2023
Q3 		$208K Sell
8,626
-98
-1% -$2.84K ﹤0.01% 1679
2023
Q2 		$276K Sell
8,724
-3
-0% -$101 ﹤0.01% 1501
2023
Q1 		$306K Sell
8,727
-1,773
-17% -$53.7K ﹤0.01% 1394
2022
Q4 		$290K Sell
10,500
-42
-0.4% -$1.3K ﹤0.01% 1378
2022
Q3 		$346K Buy
10,542
+440
+4% +$16.9K 0.01% 1215
2022
Q2 		$361K Buy
10,102
+1,990
+25% +$73.6K 0.01% 1125
2022
Q1 		$356K Buy
+8,112
New +$300K 0.01% 1239

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

Atria Wealth Solutions's BEPC Position: Q4 2023 in Review

Atria Wealth Solutions sold out of Brookfield Renewable (BEPC) in Q4 2023, closing a stake of 8,626 shares — an estimated $208K sold.

Atria Wealth Solutions first reported a position in BEPC in Q1 2022 and held it in 7 quarters. The position peaked at $361K in Q2 2022. 355 funds tracked by Wall St. Rank hold BEPC as of Q4 2023.

  • Atria Wealth Solutions reported no remaining Brookfield Renewable position as of Q4 2023 after selling out during the quarter.
  • Atria Wealth Solutions sold 8,626 Brookfield Renewable shares in Q4 2023, an estimated $208K.
  • Atria Wealth Solutions first reported a position in Brookfield Renewable in Q1 2022 and held it in 7 quarters.
  • Atria Wealth Solutions's Brookfield Renewable position peaked at $361K in Q2 2022.
  • 355 funds tracked by Wall St. Rank held Brookfield Renewable as of Q4 2023.

Based on Atria Wealth Solutions's 13F filing for Q4 2023, filed 2 Feb 2024.