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AlTi Global’s Brookfield Renewable BEP Stock Holding History

AlTi Global’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
2024
Q2 		– Sell
-72,881
Closed -$1.69M – 385
2024
Q1 		$1.69M Sell
72,881
-122,457
-63% -$2.98M 0.05% 154
2023
Q4 		$5.13M Buy
+195,338
New +$4.63M 0.16% 78

Other funds holding BEP

Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 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
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
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $52.8B AUM 58.98% 1-Year Est. Return

AlTi Global's BEP Position: Q2 2024 in Review

AlTi Global sold out of Brookfield Renewable (BEP) in Q2 2024, closing a stake of 72,881 shares — an estimated $1.69M sold.

AlTi Global first reported a position in BEP in Q4 2023 and held it in 2 quarters. The position peaked at $5.13M in Q4 2023. 214 funds tracked by Wall St. Rank hold BEP as of Q2 2024.

  • AlTi Global reported no remaining Brookfield Renewable position as of Q2 2024 after selling out during the quarter.
  • AlTi Global sold 72,881 Brookfield Renewable shares in Q2 2024, an estimated $1.69M.
  • AlTi Global first reported a position in Brookfield Renewable in Q4 2023 and held it in 2 quarters.
  • AlTi Global's Brookfield Renewable position peaked at $5.13M in Q4 2023.
  • 214 funds tracked by Wall St. Rank held Brookfield Renewable as of Q2 2024.

Based on AlTi Global's 13F filing for Q2 2024, filed 14 Aug 2024.