Optimum Investment Advisors’s Brookfield Renewable BEPC Stock Holding History

Optimum Investment 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 Q4	–	Sell	-150	Closed	-$3.59K	–	652
2023 Q3	$3.59K	Hold	150	–	–	﹤0.01%	624
2023 Q2	$4.73K	Hold	150	–	–	﹤0.01%	613
2023 Q1	$5.24K	Sell	150 -562	-79%	-$17K	﹤0.01%	624
2022 Q4	$19.6K	Hold	712	–	–	0.01%	490
2022 Q3	$23K	Hold	712	–	–	0.01%	477
2022 Q2	$25K	Hold	712	–	–	0.01%	480
2022 Q1	$31K	Hold	712	–	–	0.01%	511
2021 Q4	$26K	Hold	712	–	–	0.01%	559
2021 Q3	$28K	Hold	712	–	–	0.01%	548
2021 Q2	$30K	Hold	712	–	–	0.01%	598
2021 Q1	$33K	Hold	712	–	–	0.01%	582
2020 Q4	$41K	Sell	712 -1	-0.1%	-$48	0.01%	509
2020 Q3	$28K	Buy	+713	New	+$23.9K	0.01%	539

Other funds holding BEPC

Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Optimum Investment Advisors's BEPC Position: Q4 2023 in Review

Optimum Investment Advisors sold out of Brookfield Renewable (BEPC) in Q4 2023, closing a stake of 150 shares — an estimated $3.59K sold.

Optimum Investment Advisors first reported a position in BEPC in Q3 2020 and held it in 13 quarters. The position peaked at $41K in Q4 2020. 355 funds tracked by Wall St. Rank hold BEPC as of Q4 2023.

Optimum Investment Advisors reported no remaining Brookfield Renewable position as of Q4 2023 after selling out during the quarter.
Optimum Investment Advisors sold 150 Brookfield Renewable shares in Q4 2023, an estimated $3.59K.
Optimum Investment Advisors first reported a position in Brookfield Renewable in Q3 2020 and held it in 13 quarters.
Optimum Investment Advisors's Brookfield Renewable position peaked at $41K in Q4 2020.
355 funds tracked by Wall St. Rank held Brookfield Renewable as of Q4 2023.

Based on Optimum Investment Advisors's 13F filing for Q4 2023, filed 8 Jan 2024.