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Reilly Financial Advisors’s Brookfield Renewable BEPC Stock Holding History

Reilly Financial 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
2021
Q4 		$1K Hold
15
– – ﹤0.01% 1040
2021
Q3 		$1K Hold
15
– – ﹤0.01% 882
2021
Q2 		$1K Hold
15
– – ﹤0.01% 950
2021
Q1 		$1K Hold
15
– – ﹤0.01% 974
2020
Q4 		$1K Hold
15
– – ﹤0.01% 840
2020
Q3 		$1K Buy
+15
New +$503 ﹤0.01% 784

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
CIA
ClearBridge Investments (Australia) Sydney, Australia $4.56B AUM 24.16% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Reilly Financial Advisors's BEPC Position: Q4 2021 in Review

Reilly Financial Advisors held its Brookfield Renewable (BEPC) position steady in Q4 2021 at 15 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #1040.

Reilly Financial Advisors first reported a position in BEPC in Q3 2020 and has held it in 6 quarters since. 347 funds tracked by Wall St. Rank hold BEPC as of Q4 2021.

  • Reilly Financial Advisors held 15 shares of Brookfield Renewable worth $1K as of Q4 2021.
  • Reilly Financial Advisors left its Brookfield Renewable share count unchanged in Q4 2021.
  • Brookfield Renewable made up ﹤0.01% of Reilly Financial Advisors's portfolio in Q4 2021, its #1040 holding.
  • Reilly Financial Advisors first reported a position in Brookfield Renewable in Q3 2020 and has held it in 6 quarters since.
  • 347 funds tracked by Wall St. Rank held Brookfield Renewable as of Q4 2021.

Based on Reilly Financial Advisors's 13F filing for Q4 2021, filed 25 Jan 2022.