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Financial Gravity Asset Management’s Brookfield Renewable BEPC Stock Holding History

Financial Gravity Asset 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
2024
Q2 		– Sell
-19
Closed -$450 – 1542
2024
Q1 		$450 Sell
19
-842
-98% -$22.1K ﹤0.01% 1386
2023
Q4 		$20.2K Hold
861
– – ﹤0.01% 693
2023
Q3 		$20.2K Buy
861
+829
+2,591% +$24.1K ﹤0.01% 550
2023
Q2 		$737 Buy
+32
New +$1.08K ﹤0.01% 900
2023
Q1 		– Sell
-28
Closed -$1.1K – 1181
2022
Q4 		$1.1K Buy
+28
New +$865 0.01% 652
2022
Q2 		– Sell
-44
Closed -$11 – 746
2022
Q1 		$11 Buy
44
+7
+19% +$259 ﹤0.01% 772
2021
Q4 		$13 Buy
+37
New +$1.41K ﹤0.01% 845
2021
Q3 		– Hold
0
– – – 647

Other funds holding BEPC

BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 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

Financial Gravity Asset Management's BEPC Position: Q2 2024 in Review

Financial Gravity Asset Management sold out of Brookfield Renewable (BEPC) in Q2 2024, closing a stake of 19 shares — an estimated $450 sold.

Financial Gravity Asset Management first reported a position in BEPC in Q4 2021 and held it in 7 quarters. The position peaked at $20.2K in Q4 2023. 357 funds tracked by Wall St. Rank hold BEPC as of Q2 2024.

  • Financial Gravity Asset Management reported no remaining Brookfield Renewable position as of Q2 2024 after selling out during the quarter.
  • Financial Gravity Asset Management sold 19 Brookfield Renewable shares in Q2 2024, an estimated $450.
  • Financial Gravity Asset Management first reported a position in Brookfield Renewable in Q4 2021 and held it in 7 quarters.
  • Financial Gravity Asset Management's Brookfield Renewable position peaked at $20.2K in Q4 2023.
  • 357 funds tracked by Wall St. Rank held Brookfield Renewable as of Q2 2024.

Based on Financial Gravity Asset Management's 13F filing for Q2 2024, filed 6 Aug 2024.