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Laurie J. Hall Trustee’s Brookfield Renewable BEPC Stock Holding History

Laurie J. Hall Trustee’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
Q4 		– Sell
-692
Closed -$17K – 258
2023
Q3 		$17K Sell
692
-668
-49% -$19.4K 0.01% 221
2023
Q2 		$42K Buy
1,360
+300
+28% +$10.1K 0.02% 181
2023
Q1 		$37K Buy
+1,060
New +$32.1K 0.02% 185

Other funds holding BEPC

BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 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
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Laurie J. Hall Trustee's BEPC Position: Q4 2023 in Review

Laurie J. Hall Trustee sold out of Brookfield Renewable (BEPC) in Q4 2023, closing a stake of 692 shares — an estimated $17K sold.

Laurie J. Hall Trustee first reported a position in BEPC in Q1 2023 and held it in 3 quarters. The position peaked at $42K in Q2 2023. 355 funds tracked by Wall St. Rank hold BEPC as of Q4 2023.

  • Laurie J. Hall Trustee reported no remaining Brookfield Renewable position as of Q4 2023 after selling out during the quarter.
  • Laurie J. Hall Trustee sold 692 Brookfield Renewable shares in Q4 2023, an estimated $17K.
  • Laurie J. Hall Trustee first reported a position in Brookfield Renewable in Q1 2023 and held it in 3 quarters.
  • Laurie J. Hall Trustee's Brookfield Renewable position peaked at $42K in Q2 2023.
  • 355 funds tracked by Wall St. Rank held Brookfield Renewable as of Q4 2023.

Based on Laurie J. Hall Trustee's 13F filing for Q4 2023, filed 11 Jan 2024.