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James Investment Research’s Brookfield Renewable BEPC Stock Holding History

James Investment Research’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
Q2 		– Sell
-70
Closed -$2K – 306
2023
Q1 		$2K Hold
70
– – ﹤0.01% 539
2022
Q4 		$2K Buy
+70
New +$2.16K ﹤0.01% 529

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
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
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
SC
Scotia Capital Toronto, Ontario, Canada $24.3B AUM 29.21% 1-Year Est. Return

James Investment Research's BEPC Position: Q2 2023 in Review

James Investment Research sold out of Brookfield Renewable (BEPC) in Q2 2023, closing a stake of 70 shares — an estimated $2K sold.

James Investment Research first reported a position in BEPC in Q4 2022 and held it in 2 quarters. The position peaked at $2K in Q1 2023. 349 funds tracked by Wall St. Rank hold BEPC as of Q2 2023.

  • James Investment Research reported no remaining Brookfield Renewable position as of Q2 2023 after selling out during the quarter.
  • James Investment Research sold 70 Brookfield Renewable shares in Q2 2023, an estimated $2K.
  • James Investment Research first reported a position in Brookfield Renewable in Q4 2022 and held it in 2 quarters.
  • James Investment Research's Brookfield Renewable position peaked at $2K in Q1 2023.
  • 349 funds tracked by Wall St. Rank held Brookfield Renewable as of Q2 2023.

Based on James Investment Research's 13F filing for Q2 2023, filed 7 Aug 2023.