BC
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Burleson & Co’s Brookfield Renewable BEPC Stock Holding History

Burleson & 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
2021
Q3 		– Sell
-265
Closed -$11K – 362
2021
Q2 		$11K Hold
265
– – ﹤0.01% 260
2021
Q1 		$12K Buy
+265
New +$13.5K ﹤0.01% 247

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
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 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
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Burleson & Co's BEPC Position: Q3 2021 in Review

Burleson & Co sold out of Brookfield Renewable (BEPC) in Q3 2021, closing a stake of 265 shares — an estimated $11K sold.

Burleson & Co first reported a position in BEPC in Q1 2021 and held it in 2 quarters. The position peaked at $12K in Q1 2021. 317 funds tracked by Wall St. Rank hold BEPC as of Q3 2021.

  • Burleson & Co reported no remaining Brookfield Renewable position as of Q3 2021 after selling out during the quarter.
  • Burleson & Co sold 265 Brookfield Renewable shares in Q3 2021, an estimated $11K.
  • Burleson & Co first reported a position in Brookfield Renewable in Q1 2021 and held it in 2 quarters.
  • Burleson & Co's Brookfield Renewable position peaked at $12K in Q1 2021.
  • 317 funds tracked by Wall St. Rank held Brookfield Renewable as of Q3 2021.

Based on Burleson & Co's 13F filing for Q3 2021, filed 2 Nov 2021.