Institutional & Family Asset Management’s Brookfield Renewable BEPC Stock Holding History

Institutional & Family Asset 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
2021 Q4	–	Sell	-600	Closed	-$23K	–	804
2021 Q3	$23K	Hold	600	–	–	﹤0.01%	438
2021 Q2	$25K	Sell	600 -48	-7%	-$2.04K	﹤0.01%	441
2021 Q1	$30K	Buy	648 +273	+73%	+$13.9K	0.01%	439
2020 Q4	$22K	Hold	375	–	–	﹤0.01%	430
2020 Q3	$15K	Buy	+375	New	+$12.6K	﹤0.01%	430

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

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

CIA

ClearBridge Investments (Australia) Sydney, Australia $4.56B AUM 24.16% 1-Year Est. Return

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

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Institutional & Family Asset Management's BEPC Position: Q4 2021 in Review

Institutional & Family Asset Management sold out of Brookfield Renewable (BEPC) in Q4 2021, closing a stake of 600 shares — an estimated $23K sold.

Institutional & Family Asset Management first reported a position in BEPC in Q3 2020 and held it in 5 quarters. The position peaked at $30K in Q1 2021. 346 funds tracked by Wall St. Rank hold BEPC as of Q4 2021.

Institutional & Family Asset Management reported no remaining Brookfield Renewable position as of Q4 2021 after selling out during the quarter.
Institutional & Family Asset Management sold 600 Brookfield Renewable shares in Q4 2021, an estimated $23K.
Institutional & Family Asset Management first reported a position in Brookfield Renewable in Q3 2020 and held it in 5 quarters.
Institutional & Family Asset Management's Brookfield Renewable position peaked at $30K in Q1 2021.
346 funds tracked by Wall St. Rank held Brookfield Renewable as of Q4 2021.

Based on Institutional & Family Asset Management's 13F filing for Q4 2021, filed 14 Feb 2022.