IAG
BEPC icon

Investmark Advisory Group’s Brookfield Renewable BEPC Stock Holding History

Investmark Advisory Group’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
Q1 		– Sell
-250
Closed -$9K – 114
2021
Q4 		$9K Buy
+250
New +$9.54K 0.01% 294

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
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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Investmark Advisory Group's BEPC Position: Q1 2022 in Review

Investmark Advisory Group sold out of Brookfield Renewable (BEPC) in Q1 2022, closing a stake of 250 shares — an estimated $9K sold.

Investmark Advisory Group first reported a position in BEPC in Q4 2021 and held it in 1 quarter. The position peaked at $9K in Q4 2021. 357 funds tracked by Wall St. Rank hold BEPC as of Q1 2022.

  • Investmark Advisory Group reported no remaining Brookfield Renewable position as of Q1 2022 after selling out during the quarter.
  • Investmark Advisory Group sold 250 Brookfield Renewable shares in Q1 2022, an estimated $9K.
  • Investmark Advisory Group first reported a position in Brookfield Renewable in Q4 2021 and held it in 1 quarter.
  • Investmark Advisory Group's Brookfield Renewable position peaked at $9K in Q4 2021.
  • 357 funds tracked by Wall St. Rank held Brookfield Renewable as of Q1 2022.

Based on Investmark Advisory Group's 13F filing for Q1 2022, filed 3 May 2022.