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Abacus Wealth Partners’s Brookfield Renewable BEP Stock Holding History

Abacus Wealth Partners’s Portfolio BEP Stock Details BEP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-14,468
Closed -$616K – 115
2021
Q1 		$616K Hold
14,468
– – 0.44% 31
2020
Q4 		$624K Buy
+14,468
New +$555K 0.54% 28

Other funds holding BEP

BC
Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Abacus Wealth Partners's BEP Position: Q2 2021 in Review

Abacus Wealth Partners sold out of Brookfield Renewable (BEP) in Q2 2021, closing a stake of 14,468 shares — an estimated $616K sold.

Abacus Wealth Partners first reported a position in BEP in Q4 2020 and held it in 2 quarters. The position peaked at $624K in Q4 2020. 264 funds tracked by Wall St. Rank hold BEP as of Q2 2021.

  • Abacus Wealth Partners reported no remaining Brookfield Renewable position as of Q2 2021 after selling out during the quarter.
  • Abacus Wealth Partners sold 14,468 Brookfield Renewable shares in Q2 2021, an estimated $616K.
  • Abacus Wealth Partners first reported a position in Brookfield Renewable in Q4 2020 and held it in 2 quarters.
  • Abacus Wealth Partners's Brookfield Renewable position peaked at $624K in Q4 2020.
  • 264 funds tracked by Wall St. Rank held Brookfield Renewable as of Q2 2021.

Based on Abacus Wealth Partners's 13F filing for Q2 2021, filed 31 May 2023.