Kiwi Wealth Investments Limited Partnership’s Brookfield Renewable BEPC Stock Holding History

Kiwi Wealth Investments Limited Partnership’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 Q3	–	Sell	-72,377	Closed	-$2.28M	–	67
2023 Q2	$2.28M	Hold	72,377	–	–	0.14%	117
2023 Q1	$2.53M	Hold	72,377	–	–	0.16%	118
2022 Q4	$1.99M	Sell	72,377 -160,602	-69%	-$4.96M	0.13%	143
2022 Q3	$8.3M	Hold	232,979	–	–	0.57%	42
2022 Q2	$8.3M	Buy	+232,979	New	+$8.62M	0.57%	42

Other funds holding BEPC

Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 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 $480B AUM 42.84% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Kiwi Wealth Investments Limited Partnership's BEPC Position: Q3 2023 in Review

Kiwi Wealth Investments Limited Partnership sold out of Brookfield Renewable (BEPC) in Q3 2023, closing a stake of 72,377 shares — an estimated $2.28M sold.

Kiwi Wealth Investments Limited Partnership first reported a position in BEPC in Q2 2022 and held it in 5 quarters. The position peaked at $8.3M in Q3 2022. 331 funds tracked by Wall St. Rank hold BEPC as of Q3 2023.

Kiwi Wealth Investments Limited Partnership reported no remaining Brookfield Renewable position as of Q3 2023 after selling out during the quarter.
Kiwi Wealth Investments Limited Partnership sold 72,377 Brookfield Renewable shares in Q3 2023, an estimated $2.28M.
Kiwi Wealth Investments Limited Partnership first reported a position in Brookfield Renewable in Q2 2022 and held it in 5 quarters.
Kiwi Wealth Investments Limited Partnership's Brookfield Renewable position peaked at $8.3M in Q3 2022.
331 funds tracked by Wall St. Rank held Brookfield Renewable as of Q3 2023.

Based on Kiwi Wealth Investments Limited Partnership's 13F filing for Q3 2023, filed 14 Nov 2023.