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Bellwether Advisors’s Brookfield Renewable BEPC Stock Holding History

Bellwether 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
2022
Q4 		– Sell
-96
Closed -$3K – 455
2022
Q3 		$3K Buy
+96
New +$3.69K ﹤0.01% 351

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
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
Fidelity International
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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Bellwether Advisors's BEPC Position: Q4 2022 in Review

Bellwether Advisors sold out of Brookfield Renewable (BEPC) in Q4 2022, closing a stake of 96 shares — an estimated $3K sold.

Bellwether Advisors first reported a position in BEPC in Q3 2022 and held it in 1 quarter. The position peaked at $3K in Q3 2022. 361 funds tracked by Wall St. Rank hold BEPC as of Q4 2022.

  • Bellwether Advisors reported no remaining Brookfield Renewable position as of Q4 2022 after selling out during the quarter.
  • Bellwether Advisors sold 96 Brookfield Renewable shares in Q4 2022, an estimated $3K.
  • Bellwether Advisors first reported a position in Brookfield Renewable in Q3 2022 and held it in 1 quarter.
  • Bellwether Advisors's Brookfield Renewable position peaked at $3K in Q3 2022.
  • 361 funds tracked by Wall St. Rank held Brookfield Renewable as of Q4 2022.

Based on Bellwether Advisors's 13F filing for Q4 2022, filed 13 Feb 2023.