AWM
BEPC icon

Axxcess Wealth Management’s Brookfield Renewable BEPC Stock Holding History

Axxcess Wealth Management’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
2022
Q2 		– Sell
-4,859
Closed -$213K – 544
2022
Q1 		$213K Buy
+4,859
New +$180K 0.02% 570

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
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 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
CIA
ClearBridge Investments (Australia) Sydney, Australia $4.56B AUM 24.16% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Axxcess Wealth Management's BEPC Position: Q2 2022 in Review

Axxcess Wealth Management sold out of Brookfield Renewable (BEPC) in Q2 2022, closing a stake of 4,859 shares — an estimated $213K sold.

Axxcess Wealth Management first reported a position in BEPC in Q1 2022 and held it in 1 quarter. The position peaked at $213K in Q1 2022. 345 funds tracked by Wall St. Rank hold BEPC as of Q2 2022.

  • Axxcess Wealth Management reported no remaining Brookfield Renewable position as of Q2 2022 after selling out during the quarter.
  • Axxcess Wealth Management sold 4,859 Brookfield Renewable shares in Q2 2022, an estimated $213K.
  • Axxcess Wealth Management first reported a position in Brookfield Renewable in Q1 2022 and held it in 1 quarter.
  • Axxcess Wealth Management's Brookfield Renewable position peaked at $213K in Q1 2022.
  • 345 funds tracked by Wall St. Rank held Brookfield Renewable as of Q2 2022.

Based on Axxcess Wealth Management's 13F filing for Q2 2022, filed 11 Aug 2022.