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Prospera Financial Services’s Brookfield Renewable BEPC Stock Holding History

Prospera Financial Services’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
-350
Closed -$13K – 896
2022
Q2 		$13K Sell
350
-2,375
-87% -$87.8K ﹤0.01% 1282
2022
Q1 		$118K Buy
+2,725
New +$101K ﹤0.01% 1060
2020
Q4 		– Sell
-692
Closed -$27K – 758
2020
Q3 		$27K Buy
+692
New +$23.2K 0.01% 808

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
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
CIA
ClearBridge Investments (Australia) Sydney, Australia $4.56B AUM 24.16% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Prospera Financial Services's BEPC Position: Q3 2022 in Review

Prospera Financial Services sold out of Brookfield Renewable (BEPC) in Q3 2022, closing a stake of 350 shares — an estimated $13K sold.

Prospera Financial Services first reported a position in BEPC in Q3 2020 and held it in 3 quarters. The position peaked at $118K in Q1 2022. 352 funds tracked by Wall St. Rank hold BEPC as of Q3 2022.

  • Prospera Financial Services reported no remaining Brookfield Renewable position as of Q3 2022 after selling out during the quarter.
  • Prospera Financial Services sold 350 Brookfield Renewable shares in Q3 2022, an estimated $13K.
  • Prospera Financial Services first reported a position in Brookfield Renewable in Q3 2020 and held it in 3 quarters.
  • Prospera Financial Services's Brookfield Renewable position peaked at $118K in Q1 2022.
  • 352 funds tracked by Wall St. Rank held Brookfield Renewable as of Q3 2022.

Based on Prospera Financial Services's 13F filing for Q3 2022, filed 27 Oct 2022.