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Sonora Investment Management’s Brookfield Renewable BEPC Stock Holding History

Sonora Investment 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
2021
Q3 		$24K Hold
611
– – ﹤0.01% 583
2021
Q2 		$26K Hold
611
– – ﹤0.01% 519
2021
Q1 		$29K Hold
611
– – ﹤0.01% 769
2020
Q4 		$36K Buy
611
+498
+441% +$23.9K ﹤0.01% 711
2020
Q3 		$4K Buy
+113
New +$3.79K ﹤0.01% 1508

Other funds holding BEPC

BC
Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CIA
ClearBridge Investments (Australia) Sydney, Australia $4.56B AUM 24.16% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Sonora Investment Management's BEPC Position: Q3 2021 in Review

Sonora Investment Management held its Brookfield Renewable (BEPC) position steady in Q3 2021 at 611 shares worth $24K. The position accounts for ﹤0.01% of the portfolio, ranked #583.

Sonora Investment Management first reported a position in BEPC in Q3 2020 and has held it in 5 quarters since. The position peaked at $36K in Q4 2020. 318 funds tracked by Wall St. Rank hold BEPC as of Q3 2021.

  • Sonora Investment Management held 611 shares of Brookfield Renewable worth $24K as of Q3 2021.
  • Sonora Investment Management left its Brookfield Renewable share count unchanged in Q3 2021.
  • Brookfield Renewable made up ﹤0.01% of Sonora Investment Management's portfolio in Q3 2021, its #583 holding.
  • Sonora Investment Management first reported a position in Brookfield Renewable in Q3 2020 and has held it in 5 quarters since.
  • Sonora Investment Management's Brookfield Renewable position peaked at $36K in Q4 2020.
  • 318 funds tracked by Wall St. Rank held Brookfield Renewable as of Q3 2021.

Based on Sonora Investment Management's 13F filing for Q3 2021, filed 12 Nov 2021.