Baldwin Wealth Partners’s Brookfield Renewable BEPC Stock Holding History

Baldwin Wealth Partners’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 Q4	–	Sell	-465	Closed	-$15K	–	784
2022 Q3	$15K	Hold	465	–	–	﹤0.01%	469
2022 Q2	$17K	Hold	465	–	–	﹤0.01%	488
2022 Q1	$20K	Sell	465 -20	-4%	-$739	﹤0.01%	477
2021 Q4	$18K	Hold	485	–	–	﹤0.01%	456
2021 Q3	$19K	Buy	485 +68	+16%	+$2.85K	﹤0.01%	459
2021 Q2	$18K	Hold	417	–	–	﹤0.01%	476
2021 Q1	$20K	Hold	417	–	–	﹤0.01%	456
2020 Q4	$24K	Hold	417	–	–	﹤0.01%	385
2020 Q3	$16K	Buy	+417	New	+$14K	﹤0.01%	400

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

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 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

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Baldwin Wealth Partners's BEPC Position: Q4 2022 in Review

Baldwin Wealth Partners sold out of Brookfield Renewable (BEPC) in Q4 2022, closing a stake of 465 shares — an estimated $15K sold.

Baldwin Wealth Partners first reported a position in BEPC in Q3 2020 and held it in 9 quarters. The position peaked at $24K in Q4 2020. 361 funds tracked by Wall St. Rank hold BEPC as of Q4 2022.

Baldwin Wealth Partners reported no remaining Brookfield Renewable position as of Q4 2022 after selling out during the quarter.
Baldwin Wealth Partners sold 465 Brookfield Renewable shares in Q4 2022, an estimated $15K.
Baldwin Wealth Partners first reported a position in Brookfield Renewable in Q3 2020 and held it in 9 quarters.
Baldwin Wealth Partners's Brookfield Renewable position peaked at $24K in Q4 2020.
361 funds tracked by Wall St. Rank held Brookfield Renewable as of Q4 2022.

Based on Baldwin Wealth Partners's 13F filing for Q4 2022, filed 27 Jan 2023.