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Curi Wealth Management’s Brookfield Renewable BEPC Stock Holding History

Curi Wealth Management’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
Q3 		– Sell
-237
Closed -$8K – 239
2022
Q2 		$8K Buy
+237
New +$8.76K ﹤0.01% 396

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
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 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 $187B AUM 18.48% 1-Year Est. Return
BlackRock
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
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Curi Wealth Management's BEPC Position: Q3 2022 in Review

Curi Wealth Management sold out of Brookfield Renewable (BEPC) in Q3 2022, closing a stake of 237 shares — an estimated $8K sold.

Curi Wealth Management first reported a position in BEPC in Q2 2022 and held it in 1 quarter. The position peaked at $8K in Q2 2022. 352 funds tracked by Wall St. Rank hold BEPC as of Q3 2022.

  • Curi Wealth Management reported no remaining Brookfield Renewable position as of Q3 2022 after selling out during the quarter.
  • Curi Wealth Management sold 237 Brookfield Renewable shares in Q3 2022, an estimated $8K.
  • Curi Wealth Management first reported a position in Brookfield Renewable in Q2 2022 and held it in 1 quarter.
  • Curi Wealth Management's Brookfield Renewable position peaked at $8K in Q2 2022.
  • 352 funds tracked by Wall St. Rank held Brookfield Renewable as of Q3 2022.

Based on Curi Wealth Management's 13F filing for Q3 2022, filed 8 Nov 2022.