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Global Wealth Strategies & Associates’s Brookfield Renewable BEPC Stock Holding History

Global Wealth Strategies & Associates’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
-150
Closed -$4.54K – 355
2022
Q4 		$4.13K Buy
+150
New +$4.63K ﹤0.01% 224

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CIBC Private Wealth Group
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
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Global Wealth Strategies & Associates's BEPC Position: Q1 2023 in Review

Global Wealth Strategies & Associates sold out of Brookfield Renewable (BEPC) in Q1 2023, closing a stake of 150 shares — an estimated $4.54K sold.

Global Wealth Strategies & Associates first reported a position in BEPC in Q4 2022 and held it in 1 quarter. The position peaked at $4.13K in Q4 2022. 351 funds tracked by Wall St. Rank hold BEPC as of Q1 2023.

  • Global Wealth Strategies & Associates reported no remaining Brookfield Renewable position as of Q1 2023 after selling out during the quarter.
  • Global Wealth Strategies & Associates sold 150 Brookfield Renewable shares in Q1 2023, an estimated $4.54K.
  • Global Wealth Strategies & Associates first reported a position in Brookfield Renewable in Q4 2022 and held it in 1 quarter.
  • Global Wealth Strategies & Associates's Brookfield Renewable position peaked at $4.13K in Q4 2022.
  • 351 funds tracked by Wall St. Rank held Brookfield Renewable as of Q1 2023.

Based on Global Wealth Strategies & Associates's 13F filing for Q1 2023, filed 3 Apr 2023.