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TCI Wealth Advisors’s Brookfield Renewable BEPC Stock Holding History

TCI Wealth Advisors’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
2023
Q2 		– Sell
-2
Closed -$70 – 431
2023
Q1 		$70 Buy
2
+1
+100% +$30 ﹤0.01% 2428
2022
Q4 		$28 Buy
+1
New +$31 ﹤0.01% 2455
2021
Q2 		– Sell
-122
Closed -$6K – 2318
2021
Q1 		$6K Buy
+122
New +$6.23K ﹤0.01% 1119

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
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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
CIA
ClearBridge Investments (Australia) Sydney, Australia $4.56B AUM 24.16% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
SC
Scotia Capital Toronto, Ontario, Canada $24.3B AUM 29.21% 1-Year Est. Return

TCI Wealth Advisors's BEPC Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Brookfield Renewable (BEPC) in Q2 2023, closing a stake of 2 shares — an estimated $70 sold.

TCI Wealth Advisors first reported a position in BEPC in Q1 2021 and held it in 3 quarters. The position peaked at $6K in Q1 2021. 349 funds tracked by Wall St. Rank hold BEPC as of Q2 2023.

  • TCI Wealth Advisors reported no remaining Brookfield Renewable position as of Q2 2023 after selling out during the quarter.
  • TCI Wealth Advisors sold 2 Brookfield Renewable shares in Q2 2023, an estimated $70.
  • TCI Wealth Advisors first reported a position in Brookfield Renewable in Q1 2021 and held it in 3 quarters.
  • TCI Wealth Advisors's Brookfield Renewable position peaked at $6K in Q1 2021.
  • 349 funds tracked by Wall St. Rank held Brookfield Renewable as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.