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Disciplined Investments’s Brookfield Renewable BEPC Stock Holding History

Disciplined Investments’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
2023
Q3 		– Sell
-9
Closed -$284 – 258
2023
Q2 		$284 Buy
9
+3
+50% +$101 ﹤0.01% 1410
2023
Q1 		$210 Buy
6
+4
+200% +$121 ﹤0.01% 1471
2022
Q4 		$55 Sell
2
-366
-99% -$11.3K ﹤0.01% 1582
2022
Q3 		$12K Hold
368
– – 0.01% 351
2022
Q2 		$13K Hold
368
– – 0.01% 359
2022
Q1 		$16K Hold
368
– – 0.01% 351
2021
Q4 		$14K Buy
+368
New +$14K 0.01% 334

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
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
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
CIA
ClearBridge Investments (Australia) Sydney, Australia $4.56B AUM 24.16% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Disciplined Investments's BEPC Position: Q3 2023 in Review

Disciplined Investments sold out of Brookfield Renewable (BEPC) in Q3 2023, closing a stake of 9 shares — an estimated $284 sold.

Disciplined Investments first reported a position in BEPC in Q4 2021 and held it in 7 quarters. The position peaked at $16K in Q1 2022. 332 funds tracked by Wall St. Rank hold BEPC as of Q3 2023.

  • Disciplined Investments reported no remaining Brookfield Renewable position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 9 Brookfield Renewable shares in Q3 2023, an estimated $284.
  • Disciplined Investments first reported a position in Brookfield Renewable in Q4 2021 and held it in 7 quarters.
  • Disciplined Investments's Brookfield Renewable position peaked at $16K in Q1 2022.
  • 332 funds tracked by Wall St. Rank held Brookfield Renewable as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.