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Sargent Bickham Lagudis’s Brookfield Renewable BEPC Stock Holding History

Sargent Bickham Lagudis’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
Q2 		– Sell
-10,172
Closed -$476K – 932
2021
Q1 		$476K Hold
10,172
– – 0.04% 166
2020
Q4 		$593K Buy
10,172
+7,851
+338% +$377K 0.05% 141
2020
Q3 		$91K Buy
+2,321
New +$77.8K 0.01% 306

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
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Sargent Bickham Lagudis's BEPC Position: Q2 2021 in Review

Sargent Bickham Lagudis sold out of Brookfield Renewable (BEPC) in Q2 2021, closing a stake of 10,172 shares — an estimated $476K sold.

Sargent Bickham Lagudis first reported a position in BEPC in Q3 2020 and held it in 3 quarters. The position peaked at $593K in Q4 2020. 331 funds tracked by Wall St. Rank hold BEPC as of Q2 2021.

  • Sargent Bickham Lagudis reported no remaining Brookfield Renewable position as of Q2 2021 after selling out during the quarter.
  • Sargent Bickham Lagudis sold 10,172 Brookfield Renewable shares in Q2 2021, an estimated $476K.
  • Sargent Bickham Lagudis first reported a position in Brookfield Renewable in Q3 2020 and held it in 3 quarters.
  • Sargent Bickham Lagudis's Brookfield Renewable position peaked at $593K in Q4 2020.
  • 331 funds tracked by Wall St. Rank held Brookfield Renewable as of Q2 2021.

Based on Sargent Bickham Lagudis's 13F filing for Q2 2021, filed 19 Jul 2021.