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AGF Investments LLC’s Brookfield Renewable BEP Stock Holding History

AGF Investments LLC’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
Q4 		– Sell
-488
Closed -$18K – 439
2021
Q3 		$18K Buy
488
+122
+33% +$4.74K ﹤0.01% 387
2021
Q2 		$14K Buy
366
+122
+50% +$4.83K ﹤0.01% 395
2021
Q1 		$10K Buy
+244
New +$10.8K ﹤0.01% 387

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
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
BCIM
British Columbia Investment Management Victoria, British Columbia, Canada $16B AUM 37.57% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return

AGF Investments LLC's BEP Position: Q4 2021 in Review

AGF Investments LLC sold out of Brookfield Renewable (BEP) in Q4 2021, closing a stake of 488 shares — an estimated $18K sold.

AGF Investments LLC first reported a position in BEP in Q1 2021 and held it in 3 quarters. The position peaked at $18K in Q3 2021. 252 funds tracked by Wall St. Rank hold BEP as of Q4 2021.

  • AGF Investments LLC reported no remaining Brookfield Renewable position as of Q4 2021 after selling out during the quarter.
  • AGF Investments LLC sold 488 Brookfield Renewable shares in Q4 2021, an estimated $18K.
  • AGF Investments LLC first reported a position in Brookfield Renewable in Q1 2021 and held it in 3 quarters.
  • AGF Investments LLC's Brookfield Renewable position peaked at $18K in Q3 2021.
  • 252 funds tracked by Wall St. Rank held Brookfield Renewable as of Q4 2021.

Based on AGF Investments LLC's 13F filing for Q4 2021, filed 1 Feb 2022.