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Selective Wealth Management’s Brookfield Renewable BEPC Stock Holding History

Selective 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
2022
Q1 		– Sell
-1,213
Closed -$45K – 727
2021
Q4 		$45K Hold
1,213
– – 0.02% 286
2021
Q3 		$47K Buy
+1,213
New +$50.8K 0.02% 260

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
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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Selective Wealth Management's BEPC Position: Q1 2022 in Review

Selective Wealth Management sold out of Brookfield Renewable (BEPC) in Q1 2022, closing a stake of 1,213 shares — an estimated $45K sold.

Selective Wealth Management first reported a position in BEPC in Q3 2021 and held it in 2 quarters. The position peaked at $47K in Q3 2021. 357 funds tracked by Wall St. Rank hold BEPC as of Q1 2022.

  • Selective Wealth Management reported no remaining Brookfield Renewable position as of Q1 2022 after selling out during the quarter.
  • Selective Wealth Management sold 1,213 Brookfield Renewable shares in Q1 2022, an estimated $45K.
  • Selective Wealth Management first reported a position in Brookfield Renewable in Q3 2021 and held it in 2 quarters.
  • Selective Wealth Management's Brookfield Renewable position peaked at $47K in Q3 2021.
  • 357 funds tracked by Wall St. Rank held Brookfield Renewable as of Q1 2022.

Based on Selective Wealth Management's 13F filing for Q1 2022, filed 20 Apr 2022.