BDO Wealth Advisors’s Brookfield Renewable BEPC Stock Holding History

BDO 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
2023 Q1	–	Sell	-724	Closed	-$19.9K	–	1061
2022 Q4	$19.9K	Hold	724	–	–	﹤0.01%	577
2022 Q3	$24K	Hold	724	–	–	﹤0.01%	531
2022 Q2	$26K	Hold	724	–	–	﹤0.01%	511
2022 Q1	$32K	Hold	724	–	–	﹤0.01%	507
2021 Q4	$27K	Hold	724	–	–	﹤0.01%	562
2021 Q3	$28K	Hold	724	–	–	﹤0.01%	542
2021 Q2	$30K	Hold	724	–	–	﹤0.01%	543
2021 Q1	$34K	Buy	+724	New	+$37K	﹤0.01%	512

Other funds holding BEPC

Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

CIA

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

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

BDO Wealth Advisors's BEPC Position: Q1 2023 in Review

BDO Wealth Advisors sold out of Brookfield Renewable (BEPC) in Q1 2023, closing a stake of 724 shares — an estimated $19.9K sold.

BDO Wealth Advisors first reported a position in BEPC in Q1 2021 and held it in 8 quarters. The position peaked at $34K in Q1 2021. 351 funds tracked by Wall St. Rank hold BEPC as of Q1 2023.

BDO Wealth Advisors reported no remaining Brookfield Renewable position as of Q1 2023 after selling out during the quarter.
BDO Wealth Advisors sold 724 Brookfield Renewable shares in Q1 2023, an estimated $19.9K.
BDO Wealth Advisors first reported a position in Brookfield Renewable in Q1 2021 and held it in 8 quarters.
BDO Wealth Advisors's Brookfield Renewable position peaked at $34K in Q1 2021.
351 funds tracked by Wall St. Rank held Brookfield Renewable as of Q1 2023.

Based on BDO Wealth Advisors's 13F filing for Q1 2023, filed 9 May 2023.