First Affirmative Financial Network’s Brookfield Renewable BEPC Stock Holding History

First Affirmative Financial Network’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	-6,931	Closed	-$218K	–	215
2023 Q2	$218K	Buy	6,931 +399	+6%	+$13.5K	0.22%	154
2023 Q1	$228K	Buy	+6,532	New	+$198K	0.26%	122
2022 Q4	–	Sell	-6,909	Closed	-$226K	–	156
2022 Q3	$226K	Sell	6,909 -687	-9%	-$26.4K	0.29%	106
2022 Q2	$271K	Buy	7,596 +446	+6%	+$16.5K	0.31%	94
2022 Q1	$313K	Buy	+7,150	New	+$264K	0.3%	98

Other funds holding BEPC

Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

First Affirmative Financial Network's BEPC Position: Q3 2023 in Review

First Affirmative Financial Network sold out of Brookfield Renewable (BEPC) in Q3 2023, closing a stake of 6,931 shares — an estimated $218K sold.

First Affirmative Financial Network first reported a position in BEPC in Q1 2022 and held it in 5 quarters. The position peaked at $313K in Q1 2022. 332 funds tracked by Wall St. Rank hold BEPC as of Q3 2023.

First Affirmative Financial Network reported no remaining Brookfield Renewable position as of Q3 2023 after selling out during the quarter.
First Affirmative Financial Network sold 6,931 Brookfield Renewable shares in Q3 2023, an estimated $218K.
First Affirmative Financial Network first reported a position in Brookfield Renewable in Q1 2022 and held it in 5 quarters.
First Affirmative Financial Network's Brookfield Renewable position peaked at $313K in Q1 2022.
332 funds tracked by Wall St. Rank held Brookfield Renewable as of Q3 2023.

Based on First Affirmative Financial Network's 13F filing for Q3 2023, filed 16 Oct 2023.