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 $74.2B AUM 0.68% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

1832 Asset Management

1832 Asset Management Toronto, Ontario, Canada $75.5B AUM 35.56% 1-Year Est. Return

Fidelity International

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Principal Financial Group

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return

British Columbia Investment Management Victoria, British Columbia, Canada $16.9B AUM 31.69% 1-Year Est. Return

CIBC Asset Management

CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Select Equity Group

Select Equity Group New York $18.8B AUM 17.33% 1-Year Est. Return