Patriot Financial Group Insurance Agency’s Brookfield Renewable BEPC Stock Holding History

Patriot Financial Group Insurance Agency’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 Q3	–	Sell	-149	Closed	-$5K	–	552
2022 Q2	$5K	Hold	149	–	–	﹤0.01%	1457
2022 Q1	$7K	Hold	149	–	–	﹤0.01%	1476
2021 Q4	$5K	Hold	149	–	–	﹤0.01%	1690
2021 Q3	$6K	Hold	149	–	–	﹤0.01%	1631
2021 Q2	$6K	Hold	149	–	–	﹤0.01%	1578
2021 Q1	$7K	Hold	149	–	–	﹤0.01%	1453
2020 Q4	$9K	Sell	149 -1	-0.7%	-$48	﹤0.01%	1248
2020 Q3	$6K	Buy	+150	New	+$5.03K	﹤0.01%	1173

Other funds holding BEPC

Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

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

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

CIA

ClearBridge Investments (Australia) Sydney, Australia $4.56B AUM 24.16% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Patriot Financial Group Insurance Agency's BEPC Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of Brookfield Renewable (BEPC) in Q3 2022, closing a stake of 149 shares — an estimated $5K sold.

Patriot Financial Group Insurance Agency first reported a position in BEPC in Q3 2020 and held it in 8 quarters. The position peaked at $9K in Q4 2020. 352 funds tracked by Wall St. Rank hold BEPC as of Q3 2022.

Patriot Financial Group Insurance Agency reported no remaining Brookfield Renewable position as of Q3 2022 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 149 Brookfield Renewable shares in Q3 2022, an estimated $5K.
Patriot Financial Group Insurance Agency first reported a position in Brookfield Renewable in Q3 2020 and held it in 8 quarters.
Patriot Financial Group Insurance Agency's Brookfield Renewable position peaked at $9K in Q4 2020.
352 funds tracked by Wall St. Rank held Brookfield Renewable as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.