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Horan Securities’s Brookfield Renewable BEPC Stock Holding History

Horan Securities’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
Q3 		– Sell
-3
Closed – – 599
2022
Q2 		$0 Buy
+3
New +$111 ﹤0.01% 679
2021
Q1 		– Sell
-646
Closed -$38K – 417
2020
Q4 		$38K Sell
646
-86
-12% -$4.13K 0.03% 146
2020
Q3 		$29K Buy
+732
New +$24.6K 0.03% 141

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 $187B AUM 18.48% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CIA
ClearBridge Investments (Australia) Sydney, Australia $4.56B AUM 24.16% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Horan Securities's BEPC Position: Q3 2022 in Review

Horan Securities sold out of Brookfield Renewable (BEPC) in Q3 2022, closing a stake of 3 shares.

Horan Securities first reported a position in BEPC in Q3 2020 and held it in 3 quarters. The position peaked at $38K in Q4 2020. 352 funds tracked by Wall St. Rank hold BEPC as of Q3 2022.

  • Horan Securities reported no remaining Brookfield Renewable position as of Q3 2022 after selling out during the quarter.
  • Horan Securities sold 3 Brookfield Renewable shares in Q3 2022.
  • Horan Securities first reported a position in Brookfield Renewable in Q3 2020 and held it in 3 quarters.
  • Horan Securities's Brookfield Renewable position peaked at $38K in Q4 2020.
  • 352 funds tracked by Wall St. Rank held Brookfield Renewable as of Q3 2022.

Based on Horan Securities's 13F filing for Q3 2022, filed 12 Oct 2022.