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Trust Company of Vermont’s Brookfield Renewable BEPC Stock Holding History

Trust Company of Vermont’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
Q4 		– Sell
-337
Closed -$8.07K – 810
2023
Q3 		$8.07K Buy
+337
New +$9.78K ﹤0.01% 671

Other funds holding BEPC

BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Trust Company of Vermont's BEPC Position: Q4 2023 in Review

Trust Company of Vermont sold out of Brookfield Renewable (BEPC) in Q4 2023, closing a stake of 337 shares — an estimated $8.07K sold.

Trust Company of Vermont first reported a position in BEPC in Q3 2023 and held it in 1 quarter. The position peaked at $8.07K in Q3 2023. 355 funds tracked by Wall St. Rank hold BEPC as of Q4 2023.

  • Trust Company of Vermont reported no remaining Brookfield Renewable position as of Q4 2023 after selling out during the quarter.
  • Trust Company of Vermont sold 337 Brookfield Renewable shares in Q4 2023, an estimated $8.07K.
  • Trust Company of Vermont first reported a position in Brookfield Renewable in Q3 2023 and held it in 1 quarter.
  • Trust Company of Vermont's Brookfield Renewable position peaked at $8.07K in Q3 2023.
  • 355 funds tracked by Wall St. Rank held Brookfield Renewable as of Q4 2023.

Based on Trust Company of Vermont's 13F filing for Q4 2023, filed 8 Mar 2024.