TWP
BEPC icon

Triad Wealth Partners’s Brookfield Renewable BEPC Stock Holding History

Triad Wealth Partners’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
Q3 		– Sell
-26
Closed -$738 – 141
2024
Q2 		$738 Buy
+26
New +$727 ﹤0.01% 901

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
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return

Triad Wealth Partners's BEPC Position: Q3 2024 in Review

Triad Wealth Partners sold out of Brookfield Renewable (BEPC) in Q3 2024, closing a stake of 26 shares — an estimated $738 sold.

Triad Wealth Partners first reported a position in BEPC in Q2 2024 and held it in 1 quarter. The position peaked at $738 in Q2 2024. 364 funds tracked by Wall St. Rank hold BEPC as of Q3 2024.

  • Triad Wealth Partners reported no remaining Brookfield Renewable position as of Q3 2024 after selling out during the quarter.
  • Triad Wealth Partners sold 26 Brookfield Renewable shares in Q3 2024, an estimated $738.
  • Triad Wealth Partners first reported a position in Brookfield Renewable in Q2 2024 and held it in 1 quarter.
  • Triad Wealth Partners's Brookfield Renewable position peaked at $738 in Q2 2024.
  • 364 funds tracked by Wall St. Rank held Brookfield Renewable as of Q3 2024.

Based on Triad Wealth Partners's 13F filing for Q3 2024, filed 21 Oct 2024.