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Tradition Wealth Management’s Brookfield Renewable BEPC Stock Holding History

Tradition 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
2021
Q4 		– Sell
-409
Closed -$16K – 1180
2021
Q3 		$16K Buy
+409
New +$17.1K ﹤0.01% 776

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
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
CIA
ClearBridge Investments (Australia) Sydney, Australia $4.56B AUM 24.16% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Tradition Wealth Management's BEPC Position: Q4 2021 in Review

Tradition Wealth Management sold out of Brookfield Renewable (BEPC) in Q4 2021, closing a stake of 409 shares — an estimated $16K sold.

Tradition Wealth Management first reported a position in BEPC in Q3 2021 and held it in 1 quarter. The position peaked at $16K in Q3 2021. 346 funds tracked by Wall St. Rank hold BEPC as of Q4 2021.

  • Tradition Wealth Management reported no remaining Brookfield Renewable position as of Q4 2021 after selling out during the quarter.
  • Tradition Wealth Management sold 409 Brookfield Renewable shares in Q4 2021, an estimated $16K.
  • Tradition Wealth Management first reported a position in Brookfield Renewable in Q3 2021 and held it in 1 quarter.
  • Tradition Wealth Management's Brookfield Renewable position peaked at $16K in Q3 2021.
  • 346 funds tracked by Wall St. Rank held Brookfield Renewable as of Q4 2021.

Based on Tradition Wealth Management's 13F filing for Q4 2021, filed 14 Feb 2022.