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Tompkins Financial’s Brookfield Renewable BEPC Stock Holding History

Tompkins Financial’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
Q1 		– Sell
-435
Closed -$12.5K – 637
2023
Q4 		$12.5K Hold
435
– – ﹤0.01% 475
2023
Q3 		$10.4K Hold
435
– – ﹤0.01% 462
2023
Q2 		$13.7K Hold
435
– – ﹤0.01% 448
2023
Q1 		$15.2K Hold
435
– – ﹤0.01% 448
2022
Q4 		$12K Hold
435
– – ﹤0.01% 460
2022
Q3 		$14K Hold
435
– – ﹤0.01% 441
2022
Q2 		$15K Hold
435
– – ﹤0.01% 430
2022
Q1 		$19K Buy
+435
New +$16.1K ﹤0.01% 433

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
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 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
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
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return

Tompkins Financial's BEPC Position: Q1 2024 in Review

Tompkins Financial sold out of Brookfield Renewable (BEPC) in Q1 2024, closing a stake of 435 shares — an estimated $12.5K sold.

Tompkins Financial first reported a position in BEPC in Q1 2022 and held it in 8 quarters. The position peaked at $19K in Q1 2022. 368 funds tracked by Wall St. Rank hold BEPC as of Q1 2024.

  • Tompkins Financial reported no remaining Brookfield Renewable position as of Q1 2024 after selling out during the quarter.
  • Tompkins Financial sold 435 Brookfield Renewable shares in Q1 2024, an estimated $12.5K.
  • Tompkins Financial first reported a position in Brookfield Renewable in Q1 2022 and held it in 8 quarters.
  • Tompkins Financial's Brookfield Renewable position peaked at $19K in Q1 2022.
  • 368 funds tracked by Wall St. Rank held Brookfield Renewable as of Q1 2024.

Based on Tompkins Financial's 13F filing for Q1 2024, filed 8 Apr 2024.