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Private Wealth Management Group’s Brookfield Renewable BEPC Stock Holding History

Private Wealth Management Group’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
-20
Closed -$492 – 1511
2024
Q1 		$492 Hold
20
– – ﹤0.01% 1450
2023
Q4 		$576 Buy
+20
New +$510 ﹤0.01% 1436

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

Private Wealth Management Group's BEPC Position: Q2 2024 in Review

Private Wealth Management Group sold out of Brookfield Renewable (BEPC) in Q2 2024, closing a stake of 20 shares — an estimated $492 sold.

Private Wealth Management Group first reported a position in BEPC in Q4 2023 and held it in 2 quarters. The position peaked at $576 in Q4 2023. 357 funds tracked by Wall St. Rank hold BEPC as of Q2 2024.

  • Private Wealth Management Group reported no remaining Brookfield Renewable position as of Q2 2024 after selling out during the quarter.
  • Private Wealth Management Group sold 20 Brookfield Renewable shares in Q2 2024, an estimated $492.
  • Private Wealth Management Group first reported a position in Brookfield Renewable in Q4 2023 and held it in 2 quarters.
  • Private Wealth Management Group's Brookfield Renewable position peaked at $576 in Q4 2023.
  • 357 funds tracked by Wall St. Rank held Brookfield Renewable as of Q2 2024.

Based on Private Wealth Management Group's 13F filing for Q2 2024, filed 13 Aug 2024.