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Veritable’s Brookfield Renewable BEPC Stock Holding History

Veritable’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
2022
Q3 		– Sell
-5,696
Closed -$203K – 809
2022
Q2 		$203K Buy
5,696
+386
+7% +$14.3K ﹤0.01% 820
2022
Q1 		$233K Sell
5,310
-1,128
-18% -$41.7K ﹤0.01% 804
2021
Q4 		$237K Buy
+6,438
New +$246K ﹤0.01% 812
2021
Q2 		– Sell
-6,379
Closed -$299K – 873
2021
Q1 		$299K Sell
6,379
-302
-5% -$15.4K 0.01% 660
2020
Q4 		$389K Buy
+6,681
New +$321K 0.01% 557

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
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
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
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Veritable's BEPC Position: Q3 2022 in Review

Veritable sold out of Brookfield Renewable (BEPC) in Q3 2022, closing a stake of 5,696 shares — an estimated $203K sold.

Veritable first reported a position in BEPC in Q4 2020 and held it in 5 quarters. The position peaked at $389K in Q4 2020. 352 funds tracked by Wall St. Rank hold BEPC as of Q3 2022.

  • Veritable reported no remaining Brookfield Renewable position as of Q3 2022 after selling out during the quarter.
  • Veritable sold 5,696 Brookfield Renewable shares in Q3 2022, an estimated $203K.
  • Veritable first reported a position in Brookfield Renewable in Q4 2020 and held it in 5 quarters.
  • Veritable's Brookfield Renewable position peaked at $389K in Q4 2020.
  • 352 funds tracked by Wall St. Rank held Brookfield Renewable as of Q3 2022.

Based on Veritable's 13F filing for Q3 2022, filed 14 Nov 2022.