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Vident Investment Advisory’s Brookfield Renewable BEPC Stock Holding History

Vident Investment Advisory’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
Q3 		– Sell
-7,047
Closed -$222K – 126
2023
Q2 		$222K Sell
7,047
-2,642
-27% -$89.1K 0.01% 1015
2023
Q1 		$338K Buy
+9,689
New +$293K 0.01% 914
2022
Q3 		– Sell
-5,639
Closed -$200K – 1139
2022
Q2 		$200K Sell
5,639
-88
-2% -$3.25K 0.01% 1135
2022
Q1 		$250K Buy
+5,727
New +$212K 0.01% 1113

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
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
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
CIA
ClearBridge Investments (Australia) Sydney, Australia $4.56B AUM 24.16% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Vident Investment Advisory's BEPC Position: Q3 2023 in Review

Vident Investment Advisory sold out of Brookfield Renewable (BEPC) in Q3 2023, closing a stake of 7,047 shares — an estimated $222K sold.

Vident Investment Advisory first reported a position in BEPC in Q1 2022 and held it in 4 quarters. The position peaked at $338K in Q1 2023. 332 funds tracked by Wall St. Rank hold BEPC as of Q3 2023.

  • Vident Investment Advisory reported no remaining Brookfield Renewable position as of Q3 2023 after selling out during the quarter.
  • Vident Investment Advisory sold 7,047 Brookfield Renewable shares in Q3 2023, an estimated $222K.
  • Vident Investment Advisory first reported a position in Brookfield Renewable in Q1 2022 and held it in 4 quarters.
  • Vident Investment Advisory's Brookfield Renewable position peaked at $338K in Q1 2023.
  • 332 funds tracked by Wall St. Rank held Brookfield Renewable as of Q3 2023.

Based on Vident Investment Advisory's 13F filing for Q3 2023.