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Cambridge Trust’s Brookfield Renewable BEPC Stock Holding History

Cambridge Trust’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
2024
Q1 		$2.46K Hold
100
– – ﹤0.01% 625
2023
Q4 		$2.88K Hold
100
– – ﹤0.01% 650
2023
Q3 		$2.39K Hold
100
– – ﹤0.01% 664
2023
Q2 		$3.15K Hold
100
– – ﹤0.01% 654
2023
Q1 		$3.5K Hold
100
– – ﹤0.01% 700
2022
Q4 		$3K Hold
100
– – ﹤0.01% 738
2022
Q3 		$3K Hold
100
– – ﹤0.01% 741
2022
Q2 		$4K Buy
+100
New +$3.7K ﹤0.01% 753

Other funds holding BEPC

BC
Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 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 $204B AUM 27.99% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return

Cambridge Trust's BEPC Position: Q1 2024 in Review

Cambridge Trust held its Brookfield Renewable (BEPC) position steady in Q1 2024 at 100 shares worth $2.46K. The position accounts for ﹤0.01% of the portfolio, ranked #625.

Cambridge Trust first reported a position in BEPC in Q2 2022 and has held it in 8 quarters since. The position peaked at $4K in Q2 2022. 368 funds tracked by Wall St. Rank hold BEPC as of Q1 2024.

  • Cambridge Trust held 100 shares of Brookfield Renewable worth $2.46K as of Q1 2024.
  • Cambridge Trust left its Brookfield Renewable share count unchanged in Q1 2024.
  • Brookfield Renewable made up ﹤0.01% of Cambridge Trust's portfolio in Q1 2024, its #625 holding.
  • Cambridge Trust first reported a position in Brookfield Renewable in Q2 2022 and has held it in 8 quarters since.
  • Cambridge Trust's Brookfield Renewable position peaked at $4K in Q2 2022.
  • 368 funds tracked by Wall St. Rank held Brookfield Renewable as of Q1 2024.

Based on Cambridge Trust's 13F filing for Q1 2024, filed 30 May 2024.