Bank Julius Baer & Co
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Bank Julius Baer & Co’s Brookfield Renewable BEPC Stock Holding History

Bank Julius Baer & Co’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
Q1 		– Sell
-1,499
Closed -$55K – 609
2021
Q4 		$55K Buy
1,499
+1,228
+453% +$46.9K ﹤0.01% 648
2021
Q3 		$19K Buy
+271
New +$11.4K ﹤0.01% 746

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
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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 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

Bank Julius Baer & Co's BEPC Position: Q1 2022 in Review

Bank Julius Baer & Co sold out of Brookfield Renewable (BEPC) in Q1 2022, closing a stake of 1,499 shares — an estimated $55K sold.

Bank Julius Baer & Co first reported a position in BEPC in Q3 2021 and held it in 2 quarters. The position peaked at $55K in Q4 2021. 357 funds tracked by Wall St. Rank hold BEPC as of Q1 2022.

  • Bank Julius Baer & Co reported no remaining Brookfield Renewable position as of Q1 2022 after selling out during the quarter.
  • Bank Julius Baer & Co sold 1,499 Brookfield Renewable shares in Q1 2022, an estimated $55K.
  • Bank Julius Baer & Co first reported a position in Brookfield Renewable in Q3 2021 and held it in 2 quarters.
  • Bank Julius Baer & Co's Brookfield Renewable position peaked at $55K in Q4 2021.
  • 357 funds tracked by Wall St. Rank held Brookfield Renewable as of Q1 2022.

Based on Bank Julius Baer & Co's 13F filing for Q1 2022, filed 9 May 2022.