Cetera Advisors’s Brookfield Renewable BEPC Stock Holding History

Cetera 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
2024 Q1	$250K	Buy	+10,178	New	+$267K	﹤0.01%	2065
2022 Q1	–	Sell	-5,573	Closed	-$205K	–	1417
2021 Q4	$205K	Sell	5,573 -9,395	-63%	-$359K	﹤0.01%	1315
2021 Q3	$581K	Buy	14,968 +9,216	+160%	+$386K	0.01%	821
2021 Q2	$242K	Buy	5,752 +155	+3%	+$6.59K	0.01%	1149
2021 Q1	$262K	Sell	5,597 -1,093	-16%	-$55.8K	0.01%	1024
2020 Q4	$390K	Sell	6,690 -13,142	-66%	-$632K	0.01%	728
2020 Q3	$775K	Buy	+19,832	New	+$665K	0.03%	431

Other funds holding BEPC

Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return

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

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

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

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return

Cetera Advisors's BEPC Position: Q1 2024 in Review

Cetera Advisors opened a new position in Brookfield Renewable (BEPC) in Q1 2024: 10,178 shares worth $250K. The stake represents ﹤0.01% of the portfolio and ranks #2065 among its holdings. This is a return to the name: Cetera Advisors previously reported a position in BEPC as recently as Q4 2021.

Cetera Advisors first reported a position in BEPC in Q3 2020 and has held it in 7 quarters since. The position peaked at $775K in Q3 2020. 368 funds tracked by Wall St. Rank hold BEPC as of Q1 2024.

Cetera Advisors held 10,178 shares of Brookfield Renewable worth $250K as of Q1 2024.
Brookfield Renewable was a new Cetera Advisors position in Q1 2024.
Brookfield Renewable made up ﹤0.01% of Cetera Advisors's portfolio in Q1 2024, its #2065 holding.
Cetera Advisors first reported a position in Brookfield Renewable in Q3 2020 and has held it in 7 quarters since.
Cetera Advisors's Brookfield Renewable position peaked at $775K in Q3 2020.
368 funds tracked by Wall St. Rank held Brookfield Renewable as of Q1 2024.

Based on Cetera Advisors's 13F filing for Q1 2024, filed 15 May 2024.