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RFP Financial Group’s Brookfield Renewable BEPC Stock Holding History

RFP Financial 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
Q1 		– Sell
-500
Closed -$14.4K – 868
2023
Q4 		$14.4K Hold
500
– – 0.01% 351
2023
Q3 		$12K Hold
500
– – 0.01% 360
2023
Q2 		$15.8K Buy
+500
New +$16.9K 0.01% 350
2023
Q1 		– Sell
-500
Closed -$13.8K – 754
2022
Q4 		$13.8K Buy
+500
New +$15.4K 0.01% 342

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
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
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

RFP Financial Group's BEPC Position: Q1 2024 in Review

RFP Financial Group sold out of Brookfield Renewable (BEPC) in Q1 2024, closing a stake of 500 shares — an estimated $14.4K sold.

RFP Financial Group first reported a position in BEPC in Q4 2022 and held it in 4 quarters. The position peaked at $15.8K in Q2 2023. 368 funds tracked by Wall St. Rank hold BEPC as of Q1 2024.

  • RFP Financial Group reported no remaining Brookfield Renewable position as of Q1 2024 after selling out during the quarter.
  • RFP Financial Group sold 500 Brookfield Renewable shares in Q1 2024, an estimated $14.4K.
  • RFP Financial Group first reported a position in Brookfield Renewable in Q4 2022 and held it in 4 quarters.
  • RFP Financial Group's Brookfield Renewable position peaked at $15.8K in Q2 2023.
  • 368 funds tracked by Wall St. Rank held Brookfield Renewable as of Q1 2024.

Based on RFP Financial Group's 13F filing for Q1 2024, filed 9 May 2024.