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Annapolis Financial Services’s Brookfield Renewable BEP Stock Holding History

Annapolis Financial Services’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
Q4 		– Sell
-27
Closed -$587 – 468
2023
Q3 		$587 Buy
+27
New +$727 ﹤0.01% 467

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
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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
CIM
CCLA Investment Management London, United Kingdom $6.23B AUM

Annapolis Financial Services's BEP Position: Q4 2023 in Review

Annapolis Financial Services sold out of Brookfield Renewable (BEP) in Q4 2023, closing a stake of 27 shares — an estimated $587 sold.

Annapolis Financial Services first reported a position in BEP in Q3 2023 and held it in 1 quarter. The position peaked at $587 in Q3 2023. 216 funds tracked by Wall St. Rank hold BEP as of Q4 2023.

  • Annapolis Financial Services reported no remaining Brookfield Renewable position as of Q4 2023 after selling out during the quarter.
  • Annapolis Financial Services sold 27 Brookfield Renewable shares in Q4 2023, an estimated $587.
  • Annapolis Financial Services first reported a position in Brookfield Renewable in Q3 2023 and held it in 1 quarter.
  • Annapolis Financial Services's Brookfield Renewable position peaked at $587 in Q3 2023.
  • 216 funds tracked by Wall St. Rank held Brookfield Renewable as of Q4 2023.

Based on Annapolis Financial Services's 13F filing for Q4 2023, filed 1 Feb 2024.