IFS Advisors’s Brookfield Renewable BEPC Stock Holding History

IFS Advisors’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	-93	Closed	-$2.81K	–	126
2022 Q4	$2.56K	Hold	93	–	–	﹤0.01%	88
2022 Q3	$3K	Hold	93	–	–	0.01%	71
2022 Q2	$3K	Hold	93	–	–	0.01%	72
2022 Q1	$4K	Hold	93	–	–	﹤0.01%	81
2021 Q4	$3K	Buy	+93	New	+$3.55K	﹤0.01%	93
2021 Q1	–	Sell	-93	Closed	-$5K	–	35
2020 Q4	$5K	Buy	+93	New	+$4.47K	﹤0.01%	123

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

IFS Advisors's BEPC Position: Q1 2023 in Review

IFS Advisors sold out of Brookfield Renewable (BEPC) in Q1 2023, closing a stake of 93 shares — an estimated $2.81K sold.

IFS Advisors first reported a position in BEPC in Q4 2020 and held it in 6 quarters. The position peaked at $5K in Q4 2020. 351 funds tracked by Wall St. Rank hold BEPC as of Q1 2023.

IFS Advisors reported no remaining Brookfield Renewable position as of Q1 2023 after selling out during the quarter.
IFS Advisors sold 93 Brookfield Renewable shares in Q1 2023, an estimated $2.81K.
IFS Advisors first reported a position in Brookfield Renewable in Q4 2020 and held it in 6 quarters.
IFS Advisors's Brookfield Renewable position peaked at $5K in Q4 2020.
351 funds tracked by Wall St. Rank held Brookfield Renewable as of Q1 2023.

Based on IFS Advisors's 13F filing for Q1 2023, filed 2 May 2023.