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Rational Advisors’s Brookfield Renewable BEPC Stock Holding History

Rational 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
-262
Closed -$8.26K – 210
2023
Q3 		$8.26K Hold
262
– – ﹤0.01% 235
2023
Q2 		$8.26K Hold
262
– – ﹤0.01% 224
2023
Q1 		$9.16K Hold
262
– – ﹤0.01% 214
2022
Q4 		$7.21K Hold
262
– – ﹤0.01% 207
2022
Q3 		$9K Buy
262
+1
+0.4% +$38 ﹤0.01% 195
2022
Q2 		$9K Buy
261
+7
+3% +$259 ﹤0.01% 186
2022
Q1 		$11K Buy
+254
New +$9.38K ﹤0.01% 195

Other funds holding BEPC

BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 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
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Rational Advisors's BEPC Position: Q4 2023 in Review

Rational Advisors sold out of Brookfield Renewable (BEPC) in Q4 2023, closing a stake of 262 shares — an estimated $8.26K sold.

Rational Advisors first reported a position in BEPC in Q1 2022 and held it in 7 quarters. The position peaked at $11K in Q1 2022. 355 funds tracked by Wall St. Rank hold BEPC as of Q4 2023.

  • Rational Advisors reported no remaining Brookfield Renewable position as of Q4 2023 after selling out during the quarter.
  • Rational Advisors sold 262 Brookfield Renewable shares in Q4 2023, an estimated $8.26K.
  • Rational Advisors first reported a position in Brookfield Renewable in Q1 2022 and held it in 7 quarters.
  • Rational Advisors's Brookfield Renewable position peaked at $11K in Q1 2022.
  • 355 funds tracked by Wall St. Rank held Brookfield Renewable as of Q4 2023.

Based on Rational Advisors's 13F filing for Q4 2023, filed 14 Feb 2024.