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Salem Investment Counselors’s Brookfield Renewable BEPC Stock Holding History

Salem Investment Counselors’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
Q3 		– Sell
-5,374
Closed -$169K – 1115
2023
Q2 		$169K Hold
5,374
– – 0.01% 349
2023
Q1 		$188K Buy
+5,374
New +$163K 0.01% 349

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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
CIA
ClearBridge Investments (Australia) Sydney, Australia $4.56B AUM 24.16% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Salem Investment Counselors's BEPC Position: Q3 2023 in Review

Salem Investment Counselors sold out of Brookfield Renewable (BEPC) in Q3 2023, closing a stake of 5,374 shares — an estimated $169K sold.

Salem Investment Counselors first reported a position in BEPC in Q1 2023 and held it in 2 quarters. The position peaked at $188K in Q1 2023. 332 funds tracked by Wall St. Rank hold BEPC as of Q3 2023.

  • Salem Investment Counselors reported no remaining Brookfield Renewable position as of Q3 2023 after selling out during the quarter.
  • Salem Investment Counselors sold 5,374 Brookfield Renewable shares in Q3 2023, an estimated $169K.
  • Salem Investment Counselors first reported a position in Brookfield Renewable in Q1 2023 and held it in 2 quarters.
  • Salem Investment Counselors's Brookfield Renewable position peaked at $188K in Q1 2023.
  • 332 funds tracked by Wall St. Rank held Brookfield Renewable as of Q3 2023.

Based on Salem Investment Counselors's 13F filing for Q3 2023, filed 4 Oct 2023.