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Essex Investment Management’s Brookfield Renewable BEPC Stock Holding History

Essex Investment 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
2021
Q4 		– Sell
-1
Closed – – 407
2021
Q3 		$0 Hold
1
– – ﹤0.01% 421
2021
Q2 		$0 Sell
1
-4,414
-100% -$188K ﹤0.01% 424
2021
Q1 		$207K Sell
4,415
-90
-2% -$4.59K 0.03% 339
2020
Q4 		$262K Sell
4,505
-27,612
-86% -$1.33M 0.03% 330
2020
Q3 		$1.25M Buy
+32,117
New +$1.08M 0.18% 181

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

Essex Investment Management's BEPC Position: Q4 2021 in Review

Essex Investment Management sold out of Brookfield Renewable (BEPC) in Q4 2021, closing a stake of 1 share.

Essex Investment Management first reported a position in BEPC in Q3 2020 and held it in 5 quarters. The position peaked at $1.25M in Q3 2020. 347 funds tracked by Wall St. Rank hold BEPC as of Q4 2021.

  • Essex Investment Management reported no remaining Brookfield Renewable position as of Q4 2021 after selling out during the quarter.
  • Essex Investment Management sold 1 Brookfield Renewable share in Q4 2021.
  • Essex Investment Management first reported a position in Brookfield Renewable in Q3 2020 and held it in 5 quarters.
  • Essex Investment Management's Brookfield Renewable position peaked at $1.25M in Q3 2020.
  • 347 funds tracked by Wall St. Rank held Brookfield Renewable as of Q4 2021.

Based on Essex Investment Management's 13F filing for Q4 2021, filed 10 Feb 2022.