Y.D. More Investments’s Brookfield Renewable BEPC Stock Holding History

Y.D. More Investments’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 Q4	–	Sell	-1,000	Closed	-$23.9K	–	352
2023 Q3	$23.9K	Hold	1,000	–	–	﹤0.01%	279
2023 Q2	$31.5K	Hold	1,000	–	–	0.01%	247
2023 Q1	$35K	Hold	1,000	–	–	0.01%	235
2022 Q4	$27.8K	Buy	+1,000	New	+$30.9K	0.01%	290

Other funds holding BEPC

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Y.D. More Investments's BEPC Position: Q4 2023 in Review

Y.D. More Investments sold out of Brookfield Renewable (BEPC) in Q4 2023, closing a stake of 1,000 shares — an estimated $23.9K sold.

Y.D. More Investments first reported a position in BEPC in Q4 2022 and held it in 4 quarters. The position peaked at $35K in Q1 2023. 355 funds tracked by Wall St. Rank hold BEPC as of Q4 2023.

Y.D. More Investments reported no remaining Brookfield Renewable position as of Q4 2023 after selling out during the quarter.
Y.D. More Investments sold 1,000 Brookfield Renewable shares in Q4 2023, an estimated $23.9K.
Y.D. More Investments first reported a position in Brookfield Renewable in Q4 2022 and held it in 4 quarters.
Y.D. More Investments's Brookfield Renewable position peaked at $35K in Q1 2023.
355 funds tracked by Wall St. Rank held Brookfield Renewable as of Q4 2023.

Based on Y.D. More Investments's 13F filing for Q4 2023, filed 6 Feb 2024.