Arete Wealth Advisors’s Brookfield Renewable BEP Stock Holding History

Arete Wealth 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
2023 Q2	–	Sell	-6,551	Closed	-$206K	–	677
2023 Q1	$206K	Buy	+6,551	New	+$185K	0.02%	575
2022 Q2	–	Sell	-6,056	Closed	-$249K	–	462
2022 Q1	$249K	Sell	6,056 -1,450	-19%	-$52K	0.02%	425
2021 Q4	$269K	Buy	+7,506	New	+$277K	0.02%	405
2021 Q3	–	Sell	-12,732	Closed	-$491K	–	416
2021 Q2	$491K	Sell	12,732 -4,226	-25%	-$167K	0.07%	209
2021 Q1	$722K	Sell	16,958 -538	-3%	-$23.8K	0.09%	190
2020 Q4	$760K	Buy	+17,496	New	+$671K	0.11%	177

Other funds holding BEP

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

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

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

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

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

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 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

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

Arete Wealth Advisors's BEP Position: Q2 2023 in Review

Arete Wealth Advisors sold out of Brookfield Renewable (BEP) in Q2 2023, closing a stake of 6,551 shares — an estimated $206K sold.

Arete Wealth Advisors first reported a position in BEP in Q4 2020 and held it in 6 quarters. The position peaked at $760K in Q4 2020. 218 funds tracked by Wall St. Rank hold BEP as of Q2 2023.

Arete Wealth Advisors reported no remaining Brookfield Renewable position as of Q2 2023 after selling out during the quarter.
Arete Wealth Advisors sold 6,551 Brookfield Renewable shares in Q2 2023, an estimated $206K.
Arete Wealth Advisors first reported a position in Brookfield Renewable in Q4 2020 and held it in 6 quarters.
Arete Wealth Advisors's Brookfield Renewable position peaked at $760K in Q4 2020.
218 funds tracked by Wall St. Rank held Brookfield Renewable as of Q2 2023.

Based on Arete Wealth Advisors's 13F filing for Q2 2023, filed 9 Aug 2023.