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Valeo Financial Advisors’s Brookfield Renewable BEPC Stock Holding History

Valeo Financial 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
2020
Q4 		– Sell
-20
Closed -$1K – 1677
2020
Q3 		$1K Buy
+20
New +$671 ﹤0.01% 1465

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
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CIA
ClearBridge Investments (Australia) Sydney, Australia $4.56B AUM 24.16% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Valeo Financial Advisors's BEPC Position: Q4 2020 in Review

Valeo Financial Advisors sold out of Brookfield Renewable (BEPC) in Q4 2020, closing a stake of 20 shares — an estimated $1K sold.

Valeo Financial Advisors first reported a position in BEPC in Q3 2020 and held it in 1 quarter. The position peaked at $1K in Q3 2020. 318 funds tracked by Wall St. Rank hold BEPC as of Q4 2020.

  • Valeo Financial Advisors reported no remaining Brookfield Renewable position as of Q4 2020 after selling out during the quarter.
  • Valeo Financial Advisors sold 20 Brookfield Renewable shares in Q4 2020, an estimated $1K.
  • Valeo Financial Advisors first reported a position in Brookfield Renewable in Q3 2020 and held it in 1 quarter.
  • Valeo Financial Advisors's Brookfield Renewable position peaked at $1K in Q3 2020.
  • 318 funds tracked by Wall St. Rank held Brookfield Renewable as of Q4 2020.

Based on Valeo Financial Advisors's 13F filing for Q4 2020, filed 11 Feb 2021.