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

Redwood 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
Q3 		– Sell
-37
Closed -$1.05K – 261
2024
Q2 		$1.05K Buy
+37
New +$1.03K ﹤0.01% 987

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
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return

Redwood Wealth Management Group's BEPC Position: Q3 2024 in Review

Redwood Wealth Management Group sold out of Brookfield Renewable (BEPC) in Q3 2024, closing a stake of 37 shares — an estimated $1.05K sold.

Redwood Wealth Management Group first reported a position in BEPC in Q2 2024 and held it in 1 quarter. The position peaked at $1.05K in Q2 2024. 364 funds tracked by Wall St. Rank hold BEPC as of Q3 2024.

  • Redwood Wealth Management Group reported no remaining Brookfield Renewable position as of Q3 2024 after selling out during the quarter.
  • Redwood Wealth Management Group sold 37 Brookfield Renewable shares in Q3 2024, an estimated $1.05K.
  • Redwood Wealth Management Group first reported a position in Brookfield Renewable in Q2 2024 and held it in 1 quarter.
  • Redwood Wealth Management Group's Brookfield Renewable position peaked at $1.05K in Q2 2024.
  • 364 funds tracked by Wall St. Rank held Brookfield Renewable as of Q3 2024.

Based on Redwood Wealth Management Group's 13F filing for Q3 2024, filed 13 Nov 2024.