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Bedel Financial Consulting’s Brookfield Renewable BEPC Stock Holding History

Bedel Financial Consulting’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
-3,354
Closed -$147K – 263
2022
Q1 		$147K Sell
3,354
-33
-1% -$1.22K 0.05% 223
2021
Q4 		$125K Buy
3,387
+1,077
+47% +$41.1K 0.04% 246
2021
Q3 		$90K Hold
2,310
– – 0.03% 290
2021
Q2 		$97K Buy
+2,310
New +$98.2K 0.03% 275

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

Bedel Financial Consulting's BEPC Position: Q2 2022 in Review

Bedel Financial Consulting sold out of Brookfield Renewable (BEPC) in Q2 2022, closing a stake of 3,354 shares — an estimated $147K sold.

Bedel Financial Consulting first reported a position in BEPC in Q2 2021 and held it in 4 quarters. The position peaked at $147K in Q1 2022. 345 funds tracked by Wall St. Rank hold BEPC as of Q2 2022.

  • Bedel Financial Consulting reported no remaining Brookfield Renewable position as of Q2 2022 after selling out during the quarter.
  • Bedel Financial Consulting sold 3,354 Brookfield Renewable shares in Q2 2022, an estimated $147K.
  • Bedel Financial Consulting first reported a position in Brookfield Renewable in Q2 2021 and held it in 4 quarters.
  • Bedel Financial Consulting's Brookfield Renewable position peaked at $147K in Q1 2022.
  • 345 funds tracked by Wall St. Rank held Brookfield Renewable as of Q2 2022.

Based on Bedel Financial Consulting's 13F filing for Q2 2022, filed 4 Aug 2022.