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Waverton Investment Management’s Brookfield Renewable BEPC Stock Holding History

Waverton Investment Management’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
Q1 		– Sell
-7,280
Closed -$210K – 95
2023
Q4 		$210K Buy
+7,280
New +$186K 0.01% 94

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
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
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

Waverton Investment Management's BEPC Position: Q1 2024 in Review

Waverton Investment Management sold out of Brookfield Renewable (BEPC) in Q1 2024, closing a stake of 7,280 shares — an estimated $210K sold.

Waverton Investment Management first reported a position in BEPC in Q4 2023 and held it in 1 quarter. The position peaked at $210K in Q4 2023. 368 funds tracked by Wall St. Rank hold BEPC as of Q1 2024.

  • Waverton Investment Management reported no remaining Brookfield Renewable position as of Q1 2024 after selling out during the quarter.
  • Waverton Investment Management sold 7,280 Brookfield Renewable shares in Q1 2024, an estimated $210K.
  • Waverton Investment Management first reported a position in Brookfield Renewable in Q4 2023 and held it in 1 quarter.
  • Waverton Investment Management's Brookfield Renewable position peaked at $210K in Q4 2023.
  • 368 funds tracked by Wall St. Rank held Brookfield Renewable as of Q1 2024.

Based on Waverton Investment Management's 13F filing for Q1 2024, filed 8 May 2024.