WhitTier Trust Company’s Brookfield Renewable BEPC Stock Holding History

WhitTier Trust Company’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	-1,000	Closed	-$28.8K	–	1222
2023 Q4	$28.8K	Hold	1,000	–	–	﹤0.01%	764
2023 Q3	$23.9K	Hold	1,000	–	–	﹤0.01%	789
2023 Q2	$31.5K	Hold	1,000	–	–	﹤0.01%	767
2023 Q1	$35K	Hold	1,000	–	–	﹤0.01%	736
2022 Q4	$27.5K	Hold	1,000	–	–	﹤0.01%	785
2022 Q3	$33K	Buy	+1,000	New	+$38.5K	﹤0.01%	728
2022 Q2	–	Sell	-750	Closed	-$33K	–	1122
2022 Q1	$33K	Hold	750	–	–	﹤0.01%	732
2021 Q4	$28K	Hold	750	–	–	﹤0.01%	750
2021 Q3	$29K	Sell	750 -500	-40%	-$20.9K	﹤0.01%	766
2021 Q2	$52K	Hold	1,250	–	–	﹤0.01%	648
2021 Q1	$58K	Buy	1,250 +500	+67%	+$25.5K	﹤0.01%	616
2020 Q4	$44K	Hold	750	–	–	﹤0.01%	640
2020 Q3	$29K	Buy	+750	New	+$25.2K	﹤0.01%	683

Other funds holding BEPC

Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return

WhitTier Trust Company's BEPC Position: Q1 2024 in Review

WhitTier Trust Company sold out of Brookfield Renewable (BEPC) in Q1 2024, closing a stake of 1,000 shares — an estimated $28.8K sold.

WhitTier Trust Company first reported a position in BEPC in Q3 2020 and held it in 13 quarters. The position peaked at $58K in Q1 2021. 368 funds tracked by Wall St. Rank hold BEPC as of Q1 2024.

WhitTier Trust Company reported no remaining Brookfield Renewable position as of Q1 2024 after selling out during the quarter.
WhitTier Trust Company sold 1,000 Brookfield Renewable shares in Q1 2024, an estimated $28.8K.
WhitTier Trust Company first reported a position in Brookfield Renewable in Q3 2020 and held it in 13 quarters.
WhitTier Trust Company's Brookfield Renewable position peaked at $58K in Q1 2021.
368 funds tracked by Wall St. Rank held Brookfield Renewable as of Q1 2024.

Based on WhitTier Trust Company's 13F filing for Q1 2024, filed 2 May 2024.