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Financial Advocates Investment Management’s Brookfield Renewable BEPC Stock Holding History

Financial Advocates 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
2022
Q2 		– Sell
-5,307
Closed -$232K – 696
2022
Q1 		$232K Buy
+5,307
New +$196K 0.02% 649

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 $204B AUM 27.99% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CIA
ClearBridge Investments (Australia) Sydney, Australia $4.56B AUM 24.16% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Financial Advocates Investment Management's BEPC Position: Q2 2022 in Review

Financial Advocates Investment Management sold out of Brookfield Renewable (BEPC) in Q2 2022, closing a stake of 5,307 shares — an estimated $232K sold.

Financial Advocates Investment Management first reported a position in BEPC in Q1 2022 and held it in 1 quarter. The position peaked at $232K in Q1 2022. 345 funds tracked by Wall St. Rank hold BEPC as of Q2 2022.

  • Financial Advocates Investment Management reported no remaining Brookfield Renewable position as of Q2 2022 after selling out during the quarter.
  • Financial Advocates Investment Management sold 5,307 Brookfield Renewable shares in Q2 2022, an estimated $232K.
  • Financial Advocates Investment Management first reported a position in Brookfield Renewable in Q1 2022 and held it in 1 quarter.
  • Financial Advocates Investment Management's Brookfield Renewable position peaked at $232K in Q1 2022.
  • 345 funds tracked by Wall St. Rank held Brookfield Renewable as of Q2 2022.

Based on Financial Advocates Investment Management's 13F filing for Q2 2022, filed 12 Aug 2022.