Coppell Advisory Solutions’s Brookfield Renewable BEPC Stock Holding History

Coppell Advisory Solutions’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 Q4	–	Sell	-157	Closed	-$5.16K	–	1985
2024 Q3	$5.16K	Hold	157	–	–	﹤0.01%	1248
2024 Q2	$4.46K	Buy	+157	New	+$4.39K	﹤0.01%	1222
2023 Q4	$4.95K	Sell	172 -92	-35%	-$2.35K	﹤0.01%	1107
2023 Q3	$7.27K	Sell	264 -34	-11%	-$987	﹤0.01%	660
2023 Q2	$9.31K	Buy	+298	New	+$10.1K	﹤0.01%	707
2023 Q1	–	Sell	-264	Closed	-$7.27K	–	275
2022 Q4	$7.27K	Buy	+264	New	+$8.15K	﹤0.01%	664

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

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

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

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

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

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

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

Coppell Advisory Solutions's BEPC Position: Q4 2024 in Review

Coppell Advisory Solutions sold out of Brookfield Renewable (BEPC) in Q4 2024, closing a stake of 157 shares — an estimated $5.16K sold.

Coppell Advisory Solutions first reported a position in BEPC in Q4 2022 and held it in 6 quarters. The position peaked at $9.31K in Q2 2023. 353 funds tracked by Wall St. Rank hold BEPC as of Q4 2024.

Coppell Advisory Solutions reported no remaining Brookfield Renewable position as of Q4 2024 after selling out during the quarter.
Coppell Advisory Solutions sold 157 Brookfield Renewable shares in Q4 2024, an estimated $5.16K.
Coppell Advisory Solutions first reported a position in Brookfield Renewable in Q4 2022 and held it in 6 quarters.
Coppell Advisory Solutions's Brookfield Renewable position peaked at $9.31K in Q2 2023.
353 funds tracked by Wall St. Rank held Brookfield Renewable as of Q4 2024.

Based on Coppell Advisory Solutions's 13F filing for Q4 2024, filed 14 Feb 2025.