Crewe Advisors’s Brookfield Renewable BEPC Stock Holding History

Crewe 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
2022 Q4	–	Sell	-44	Closed	-$1K	–	1045
2022 Q3	$1K	Buy	+44	New	+$1.69K	﹤0.01%	1116

Other funds holding BEPC

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Crewe Advisors's BEPC Position: Q4 2022 in Review

Crewe Advisors sold out of Brookfield Renewable (BEPC) in Q4 2022, closing a stake of 44 shares — an estimated $1K sold.

Crewe Advisors first reported a position in BEPC in Q3 2022 and held it in 1 quarter. The position peaked at $1K in Q3 2022. 361 funds tracked by Wall St. Rank hold BEPC as of Q4 2022.

Crewe Advisors reported no remaining Brookfield Renewable position as of Q4 2022 after selling out during the quarter.
Crewe Advisors sold 44 Brookfield Renewable shares in Q4 2022, an estimated $1K.
Crewe Advisors first reported a position in Brookfield Renewable in Q3 2022 and held it in 1 quarter.
Crewe Advisors's Brookfield Renewable position peaked at $1K in Q3 2022.
361 funds tracked by Wall St. Rank held Brookfield Renewable as of Q4 2022.

Based on Crewe Advisors's 13F filing for Q4 2022, filed 8 Feb 2023.