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Monograph Wealth Advisors’s Brookfield Renewable BEPC Stock Holding History

Monograph 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
2024
Q2 		– Sell
-10,000
Closed -$246K – 116
2024
Q1 		$246K Buy
+10,000
New +$262K 0.04% 141

Other funds holding BEPC

BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 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 Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Monograph Wealth Advisors's BEPC Position: Q2 2024 in Review

Monograph Wealth Advisors sold out of Brookfield Renewable (BEPC) in Q2 2024, closing a stake of 10,000 shares — an estimated $246K sold.

Monograph Wealth Advisors first reported a position in BEPC in Q1 2024 and held it in 1 quarter. The position peaked at $246K in Q1 2024. 357 funds tracked by Wall St. Rank hold BEPC as of Q2 2024.

  • Monograph Wealth Advisors reported no remaining Brookfield Renewable position as of Q2 2024 after selling out during the quarter.
  • Monograph Wealth Advisors sold 10,000 Brookfield Renewable shares in Q2 2024, an estimated $246K.
  • Monograph Wealth Advisors first reported a position in Brookfield Renewable in Q1 2024 and held it in 1 quarter.
  • Monograph Wealth Advisors's Brookfield Renewable position peaked at $246K in Q1 2024.
  • 357 funds tracked by Wall St. Rank held Brookfield Renewable as of Q2 2024.

Based on Monograph Wealth Advisors's 13F filing for Q2 2024, filed 15 Aug 2024.