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Robertson Stephens Wealth Management’s Brookfield Renewable BEPC Stock Holding History

Robertson Stephens Wealth Management’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
Q4 		– Sell
-6,555
Closed -$214K – 568
2024
Q3 		$214K Buy
+6,555
New +$190K 0.01% 593

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
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return

Robertson Stephens Wealth Management's BEPC Position: Q4 2024 in Review

Robertson Stephens Wealth Management sold out of Brookfield Renewable (BEPC) in Q4 2024, closing a stake of 6,555 shares — an estimated $214K sold.

Robertson Stephens Wealth Management first reported a position in BEPC in Q3 2024 and held it in 1 quarter. The position peaked at $214K in Q3 2024. 353 funds tracked by Wall St. Rank hold BEPC as of Q4 2024.

  • Robertson Stephens Wealth Management reported no remaining Brookfield Renewable position as of Q4 2024 after selling out during the quarter.
  • Robertson Stephens Wealth Management sold 6,555 Brookfield Renewable shares in Q4 2024, an estimated $214K.
  • Robertson Stephens Wealth Management first reported a position in Brookfield Renewable in Q3 2024 and held it in 1 quarter.
  • Robertson Stephens Wealth Management's Brookfield Renewable position peaked at $214K in Q3 2024.
  • 353 funds tracked by Wall St. Rank held Brookfield Renewable as of Q4 2024.

Based on Robertson Stephens Wealth Management's 13F filing for Q4 2024, filed 27 Jan 2025.