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Mutual Advisors’s Brookfield Renewable BEPC Stock Holding History

Mutual 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
2023
Q1 		– Sell
-21,327
Closed -$587K – 976
2022
Q4 		$587K Sell
21,327
-7,065
-25% -$218K 0.03% 544
2022
Q3 		$928K Buy
+28,392
New +$1.09M 0.05% 384

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CIBC Private Wealth Group
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
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Mutual Advisors's BEPC Position: Q1 2023 in Review

Mutual Advisors sold out of Brookfield Renewable (BEPC) in Q1 2023, closing a stake of 21,327 shares — an estimated $587K sold.

Mutual Advisors first reported a position in BEPC in Q3 2022 and held it in 2 quarters. The position peaked at $928K in Q3 2022. 351 funds tracked by Wall St. Rank hold BEPC as of Q1 2023.

  • Mutual Advisors reported no remaining Brookfield Renewable position as of Q1 2023 after selling out during the quarter.
  • Mutual Advisors sold 21,327 Brookfield Renewable shares in Q1 2023, an estimated $587K.
  • Mutual Advisors first reported a position in Brookfield Renewable in Q3 2022 and held it in 2 quarters.
  • Mutual Advisors's Brookfield Renewable position peaked at $928K in Q3 2022.
  • 351 funds tracked by Wall St. Rank held Brookfield Renewable as of Q1 2023.

Based on Mutual Advisors's 13F filing for Q1 2023, filed 11 Apr 2023.