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Phoenix Financial’s Brookfield Renewable BEPC Stock Holding History

Phoenix Financial’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 		– Sell
-12,589
Closed -$464K – 409
2021
Q4 		$464K Sell
12,589
-763
-6% -$29.1K 0.01% 292
2021
Q3 		$518K Sell
13,352
-1,852
-12% -$77.6K 0.01% 322
2021
Q2 		$641K Sell
15,204
-78,203
-84% -$3.33M 0.01% 267
2021
Q1 		$4.4M Buy
+93,407
New +$4.77M 0.1% 157

Other funds holding BEPC

BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
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
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Phoenix Financial's BEPC Position: Q1 2022 in Review

Phoenix Financial sold out of Brookfield Renewable (BEPC) in Q1 2022, closing a stake of 12,589 shares — an estimated $464K sold.

Phoenix Financial first reported a position in BEPC in Q1 2021 and held it in 4 quarters. The position peaked at $4.4M in Q1 2021. 357 funds tracked by Wall St. Rank hold BEPC as of Q1 2022.

  • Phoenix Financial reported no remaining Brookfield Renewable position as of Q1 2022 after selling out during the quarter.
  • Phoenix Financial sold 12,589 Brookfield Renewable shares in Q1 2022, an estimated $464K.
  • Phoenix Financial first reported a position in Brookfield Renewable in Q1 2021 and held it in 4 quarters.
  • Phoenix Financial's Brookfield Renewable position peaked at $4.4M in Q1 2021.
  • 357 funds tracked by Wall St. Rank held Brookfield Renewable as of Q1 2022.

Based on Phoenix Financial's 13F filing for Q1 2022, filed 10 May 2022.