Lenox Wealth Advisors’s Brookfield Renewable BEPC Stock Holding History

Lenox Wealth 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
2022 Q1	$17K	Hold	399	–	–	﹤0.01%	401
2021 Q4	$15K	Hold	399	–	–	﹤0.01%	444
2021 Q3	$15K	Hold	399	–	–	﹤0.01%	410
2021 Q2	$17K	Hold	399	–	–	﹤0.01%	388
2021 Q1	$19K	Hold	399	–	–	﹤0.01%	318
2020 Q4	$23K	Hold	399	–	–	﹤0.01%	293
2020 Q3	$16K	Buy	+399	New	+$13.4K	﹤0.01%	317

Other funds holding BEPC

Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 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

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

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

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

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

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Lenox Wealth Advisors's BEPC Position: Q1 2022 in Review

Lenox Wealth Advisors held its Brookfield Renewable (BEPC) position steady in Q1 2022 at 399 shares worth $17K. The position accounts for ﹤0.01% of the portfolio, ranked #401.

Lenox Wealth Advisors first reported a position in BEPC in Q3 2020 and has held it in 7 quarters since. The position peaked at $23K in Q4 2020. 357 funds tracked by Wall St. Rank hold BEPC as of Q1 2022.

Lenox Wealth Advisors held 399 shares of Brookfield Renewable worth $17K as of Q1 2022.
Lenox Wealth Advisors left its Brookfield Renewable share count unchanged in Q1 2022.
Brookfield Renewable made up ﹤0.01% of Lenox Wealth Advisors's portfolio in Q1 2022, its #401 holding.
Lenox Wealth Advisors first reported a position in Brookfield Renewable in Q3 2020 and has held it in 7 quarters since.
Lenox Wealth Advisors's Brookfield Renewable position peaked at $23K in Q4 2020.
357 funds tracked by Wall St. Rank held Brookfield Renewable as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.