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Crestwood Advisors Group’s Brookfield Renewable BEPC Stock Holding History

Crestwood Advisors Group’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
Q4 		– Sell
-7,535
Closed -$292K – 301
2021
Q3 		$292K Hold
7,535
– – 0.01% 233
2021
Q2 		$316K Hold
7,535
– – 0.01% 226
2021
Q1 		$353K Hold
7,535
– – 0.01% 207
2020
Q4 		$439K Buy
+7,535
New +$362K 0.01% 200

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
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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Crestwood Advisors Group's BEPC Position: Q4 2021 in Review

Crestwood Advisors Group sold out of Brookfield Renewable (BEPC) in Q4 2021, closing a stake of 7,535 shares — an estimated $292K sold.

Crestwood Advisors Group first reported a position in BEPC in Q4 2020 and held it in 4 quarters. The position peaked at $439K in Q4 2020. 346 funds tracked by Wall St. Rank hold BEPC as of Q4 2021.

  • Crestwood Advisors Group reported no remaining Brookfield Renewable position as of Q4 2021 after selling out during the quarter.
  • Crestwood Advisors Group sold 7,535 Brookfield Renewable shares in Q4 2021, an estimated $292K.
  • Crestwood Advisors Group first reported a position in Brookfield Renewable in Q4 2020 and held it in 4 quarters.
  • Crestwood Advisors Group's Brookfield Renewable position peaked at $439K in Q4 2020.
  • 346 funds tracked by Wall St. Rank held Brookfield Renewable as of Q4 2021.

Based on Crestwood Advisors Group's 13F filing for Q4 2021, filed 15 Feb 2022.