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American Portfolios Advisors’s Brookfield Renewable BEP Stock Holding History

American Portfolios Advisors’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
Q3 		$17K Hold
543
– – ﹤0.01% 2271
2022
Q2 		$18.9K Sell
543
-599
-52% -$21.6K ﹤0.01% 2260
2022
Q1 		$46.9K Buy
1,142
+16
+1% +$574 ﹤0.01% 1908
2021
Q4 		$40.3K Buy
1,126
+900
+398% +$33.2K ﹤0.01% 1967
2021
Q3 		$8.36K Hold
226
– – ﹤0.01% 2651
2021
Q2 		$8.72K Buy
226
+1
+0.4% +$40 ﹤0.01% 2589
2021
Q1 		$9.61K Hold
225
– – ﹤0.01% 2401
2020
Q4 		$9.71K Buy
225
+75
+50% +$2.88K ﹤0.01% 2121
2020
Q3 		$5.25K Sell
150
-38
-20% -$1.12K ﹤0.01% 2260
2020
Q2 		$4.79K Hold
188
– – ﹤0.01% 2258
2020
Q1 		$4.25K Sell
188
-3,195
-94% -$80.9K ﹤0.01% 2160
2019
Q4 		$84.1K Buy
3,383
+30
+0.9% +$708 0.01% 1138
2019
Q3 		$72.6K Buy
3,353
+33
+1% +$645 0.01% 1138
2019
Q2 		$61.2K Buy
3,320
+36
+1% +$621 0.01% 1178
2019
Q1 		$55.9K Sell
3,284
-1,501
-31% -$23.7K 0.01% 1143
2018
Q4 		$66K Buy
+4,785
New +$71.6K 0.01% 902

Other funds holding BEP

BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

American Portfolios Advisors's BEP Position: Q3 2022 in Review

American Portfolios Advisors held its Brookfield Renewable (BEP) position steady in Q3 2022 at 543 shares worth $17K. The position accounts for ﹤0.01% of the portfolio, ranked #2271.

American Portfolios Advisors first reported a position in BEP in Q4 2018 and has held it in 16 quarters since. The position peaked at $84.1K in Q4 2019. 232 funds tracked by Wall St. Rank hold BEP as of Q3 2022.

  • American Portfolios Advisors held 543 shares of Brookfield Renewable worth $17K as of Q3 2022.
  • American Portfolios Advisors left its Brookfield Renewable share count unchanged in Q3 2022.
  • Brookfield Renewable made up ﹤0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #2271 holding.
  • American Portfolios Advisors first reported a position in Brookfield Renewable in Q4 2018 and has held it in 16 quarters since.
  • American Portfolios Advisors's Brookfield Renewable position peaked at $84.1K in Q4 2019.
  • 232 funds tracked by Wall St. Rank held Brookfield Renewable as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.