Gitterman Wealth Management’s Brookfield Renewable BEPC Stock Holding History

Gitterman Wealth 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
2023 Q1	–	Sell	-10,262	Closed	-$283K	–	87
2022 Q4	$283K	Buy	10,262 +3	+0%	+$93	0.14%	37
2022 Q3	$334K	Buy	10,259 +1,219	+13%	+$46.9K	0.34%	34
2022 Q2	$324K	Sell	9,040 -483	-5%	-$17.9K	0.3%	40
2022 Q1	$431K	Sell	9,523 -705	-7%	-$26K	0.35%	35
2021 Q4	$378K	Buy	10,228 +1,526	+18%	+$58.2K	0.28%	42
2021 Q3	$338K	Buy	8,702 +1,412	+19%	+$59.2K	0.27%	37
2021 Q2	$306K	Buy	7,290 +801	+12%	+$34.1K	0.25%	41
2021 Q1	$304K	Buy	+6,489	New	+$331K	0.2%	42

Other funds holding BEPC

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Gitterman Wealth Management's BEPC Position: Q1 2023 in Review

Gitterman Wealth Management sold out of Brookfield Renewable (BEPC) in Q1 2023, closing a stake of 10,262 shares — an estimated $283K sold.

Gitterman Wealth Management first reported a position in BEPC in Q1 2021 and held it in 8 quarters. The position peaked at $431K in Q1 2022. 351 funds tracked by Wall St. Rank hold BEPC as of Q1 2023.

Gitterman Wealth Management reported no remaining Brookfield Renewable position as of Q1 2023 after selling out during the quarter.
Gitterman Wealth Management sold 10,262 Brookfield Renewable shares in Q1 2023, an estimated $283K.
Gitterman Wealth Management first reported a position in Brookfield Renewable in Q1 2021 and held it in 8 quarters.
Gitterman Wealth Management's Brookfield Renewable position peaked at $431K in Q1 2022.
351 funds tracked by Wall St. Rank held Brookfield Renewable as of Q1 2023.

Based on Gitterman Wealth Management's 13F filing for Q1 2023, filed 12 May 2023.