Align Wealth Management’s Brookfield Renewable BEP Stock Holding History

Align Wealth Management’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
2022 Q4	$51.6K	Buy	+1,650	New	+$47.1K	0.04%	58

Other funds holding BEP

Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

BCIM

British Columbia Investment Management Victoria, British Columbia, Canada $16B AUM 37.57% 1-Year Est. Return

CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return

Align Wealth Management's BEP Position: Q4 2022 in Review

Align Wealth Management opened a new position in Brookfield Renewable (BEP) in Q4 2022: 1,650 shares worth $51.6K. The stake represents 0.04% of the portfolio and ranks #58 among its holdings.

228 funds tracked by Wall St. Rank hold BEP as of Q4 2022.

Align Wealth Management held 1,650 shares of Brookfield Renewable worth $51.6K as of Q4 2022.
Brookfield Renewable was a new Align Wealth Management position in Q4 2022.
Brookfield Renewable made up 0.04% of Align Wealth Management's portfolio in Q4 2022, its #58 holding.
228 funds tracked by Wall St. Rank held Brookfield Renewable as of Q4 2022.

Based on Align Wealth Management's 13F filing for Q4 2022, filed 9 Jan 2023.