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Spire Wealth Management’s Brookfield Renewable BEPC Stock Holding History

Spire 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
2024
Q2 		– Sell
-348
Closed -$8.54K – 2222
2024
Q1 		$8.54K Hold
348
– – ﹤0.01% 1759
2023
Q4 		$9.86K Buy
348
+8
+2% +$204 ﹤0.01% 1760
2023
Q3 		$8.14K Buy
340
+3
+0.9% +$87 ﹤0.01% 1791
2023
Q2 		$10.6K Buy
+337
New +$11.4K ﹤0.01% 1794

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

Spire Wealth Management's BEPC Position: Q2 2024 in Review

Spire Wealth Management sold out of Brookfield Renewable (BEPC) in Q2 2024, closing a stake of 348 shares — an estimated $8.54K sold.

Spire Wealth Management first reported a position in BEPC in Q2 2023 and held it in 4 quarters. The position peaked at $10.6K in Q2 2023. 357 funds tracked by Wall St. Rank hold BEPC as of Q2 2024.

  • Spire Wealth Management reported no remaining Brookfield Renewable position as of Q2 2024 after selling out during the quarter.
  • Spire Wealth Management sold 348 Brookfield Renewable shares in Q2 2024, an estimated $8.54K.
  • Spire Wealth Management first reported a position in Brookfield Renewable in Q2 2023 and held it in 4 quarters.
  • Spire Wealth Management's Brookfield Renewable position peaked at $10.6K in Q2 2023.
  • 357 funds tracked by Wall St. Rank held Brookfield Renewable as of Q2 2024.

Based on Spire Wealth Management's 13F filing for Q2 2024, filed 31 Jul 2024.