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Sandy Spring Bank’s Brookfield Renewable BEPC Stock Holding History

Sandy Spring Bank’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
Q2 		– Sell
-118
Closed -$2.9K – 1280
2024
Q1 		$2.9K Buy
+118
New +$3.09K ﹤0.01% 1013
2021
Q4 		– Sell
-750
Closed -$29K – 1216
2021
Q3 		$29K Sell
750
-271
-27% -$11.4K ﹤0.01% 677
2021
Q2 		$42K Buy
1,021
+271
+36% +$11.5K ﹤0.01% 607
2021
Q1 		$35K Hold
750
– – ﹤0.01% 575
2020
Q4 		$44K Buy
+750
New +$36.1K ﹤0.01% 503

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
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
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
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Sandy Spring Bank's BEPC Position: Q2 2024 in Review

Sandy Spring Bank sold out of Brookfield Renewable (BEPC) in Q2 2024, closing a stake of 118 shares — an estimated $2.9K sold.

Sandy Spring Bank first reported a position in BEPC in Q4 2020 and held it in 5 quarters. The position peaked at $44K in Q4 2020. 357 funds tracked by Wall St. Rank hold BEPC as of Q2 2024.

  • Sandy Spring Bank reported no remaining Brookfield Renewable position as of Q2 2024 after selling out during the quarter.
  • Sandy Spring Bank sold 118 Brookfield Renewable shares in Q2 2024, an estimated $2.9K.
  • Sandy Spring Bank first reported a position in Brookfield Renewable in Q4 2020 and held it in 5 quarters.
  • Sandy Spring Bank's Brookfield Renewable position peaked at $44K in Q4 2020.
  • 357 funds tracked by Wall St. Rank held Brookfield Renewable as of Q2 2024.

Based on Sandy Spring Bank's 13F filing for Q2 2024, filed 6 Aug 2024.