Aldebaran Financial’s Brookfield Renewable BEP Stock Holding History

Aldebaran Financial’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
2023 Q1	–	Sell	-8,983	Closed	-$228K	–	74
2022 Q4	$228K	Sell	8,983 -886	-9%	-$25.3K	0.24%	74
2022 Q3	$312K	Sell	9,869 -1,854	-16%	-$68.5K	0.34%	63
2022 Q2	$410K	Sell	11,723 -498	-4%	-$17.9K	0.43%	55
2022 Q1	$502K	Sell	12,221 -5,049	-29%	-$181K	0.39%	57
2021 Q4	$618K	Sell	17,270 -12,450	-42%	-$459K	0.46%	49
2021 Q3	$1.1M	Sell	29,720 -4,746	-14%	-$184K	0.89%	34
2021 Q2	$1.34M	Buy	34,466 +1,626	+5%	+$64.4K	1.1%	28
2021 Q1	$1.4M	Buy	+32,840	New	+$1.45M	1.23%	26

Other funds holding BEP

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

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

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

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Aldebaran Financial's BEP Position: Q1 2023 in Review

Aldebaran Financial sold out of Brookfield Renewable (BEP) in Q1 2023, closing a stake of 8,983 shares — an estimated $228K sold.

Aldebaran Financial first reported a position in BEP in Q1 2021 and held it in 8 quarters. The position peaked at $1.4M in Q1 2021. 240 funds tracked by Wall St. Rank hold BEP as of Q1 2023.

Aldebaran Financial reported no remaining Brookfield Renewable position as of Q1 2023 after selling out during the quarter.
Aldebaran Financial sold 8,983 Brookfield Renewable shares in Q1 2023, an estimated $228K.
Aldebaran Financial first reported a position in Brookfield Renewable in Q1 2021 and held it in 8 quarters.
Aldebaran Financial's Brookfield Renewable position peaked at $1.4M in Q1 2021.
240 funds tracked by Wall St. Rank held Brookfield Renewable as of Q1 2023.

Based on Aldebaran Financial's 13F filing for Q1 2023, filed 24 Apr 2023.