JNBA Financial Advisors’s Brookfield Renewable BEPC Stock Holding History

JNBA Financial 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
2024 Q1	–	Sell	-187	Closed	-$5.38K	–	672
2023 Q4	$5.38K	Hold	187	–	–	﹤0.01%	532
2023 Q3	$4.48K	Hold	187	–	–	﹤0.01%	556
2023 Q2	$5.89K	Hold	187	–	–	﹤0.01%	516
2023 Q1	$6.54K	Hold	187	–	–	﹤0.01%	520
2022 Q4	$5.15K	Hold	187	–	–	﹤0.01%	516
2022 Q3	$6K	Hold	187	–	–	﹤0.01%	506
2022 Q2	$7K	Hold	187	–	–	﹤0.01%	523
2022 Q1	$8K	Hold	187	–	–	﹤0.01%	508
2021 Q4	$7K	Hold	187	–	–	﹤0.01%	555
2021 Q3	$7K	Hold	187	–	–	﹤0.01%	548
2021 Q2	$8K	Hold	187	–	–	﹤0.01%	502
2021 Q1	$9K	Hold	187	–	–	﹤0.01%	474
2020 Q4	$11K	Sell	187 -1	-0.5%	-$48	﹤0.01%	429
2020 Q3	$7K	Buy	+188	New	+$6.31K	﹤0.01%	445

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

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return

JNBA Financial Advisors's BEPC Position: Q1 2024 in Review

JNBA Financial Advisors sold out of Brookfield Renewable (BEPC) in Q1 2024, closing a stake of 187 shares — an estimated $5.38K sold.

JNBA Financial Advisors first reported a position in BEPC in Q3 2020 and held it in 14 quarters. The position peaked at $11K in Q4 2020. 368 funds tracked by Wall St. Rank hold BEPC as of Q1 2024.

JNBA Financial Advisors reported no remaining Brookfield Renewable position as of Q1 2024 after selling out during the quarter.
JNBA Financial Advisors sold 187 Brookfield Renewable shares in Q1 2024, an estimated $5.38K.
JNBA Financial Advisors first reported a position in Brookfield Renewable in Q3 2020 and held it in 14 quarters.
JNBA Financial Advisors's Brookfield Renewable position peaked at $11K in Q4 2020.
368 funds tracked by Wall St. Rank held Brookfield Renewable as of Q1 2024.

Based on JNBA Financial Advisors's 13F filing for Q1 2024, filed 26 Apr 2024.