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Atria Wealth Solutions’s Brookfield Renewable BEP Stock Holding History

Atria Wealth Solutions’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
Q4 		– Sell
-7,859
Closed -$224K – 1979
2024
Q3 		$224K Buy
+7,859
New +$198K ﹤0.01% 1708
2024
Q2 		– Sell
-11,784
Closed -$274K – 1936
2024
Q1 		$274K Sell
11,784
-972
-8% -$23.6K ﹤0.01% 1616
2023
Q4 		$337K Sell
12,756
-11,141
-47% -$264K ﹤0.01% 1421
2023
Q3 		$522K Buy
23,897
+60
+0.3% +$1.62K 0.01% 1111
2023
Q2 		$705K Buy
23,837
+67
+0.3% +$2.06K 0.01% 1002
2023
Q1 		$754K Sell
23,770
-19,417
-45% -$548K 0.01% 929
2022
Q4 		$1.1M Sell
43,187
-231
-0.5% -$6.59K 0.02% 703
2022
Q3 		$1.36M Sell
43,418
-430
-1% -$15.9K 0.02% 612
2022
Q2 		$1.53M Buy
43,848
+15,463
+54% +$557K 0.03% 536
2022
Q1 		$1.17M Buy
+28,385
New +$1.02M 0.02% 668

Other funds holding BEP

BC
Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
SC
Scotia Capital Toronto, Ontario, Canada $26.8B AUM 33.07% 1-Year Est. Return

Atria Wealth Solutions's BEP Position: Q4 2024 in Review

Atria Wealth Solutions sold out of Brookfield Renewable (BEP) in Q4 2024, closing a stake of 7,859 shares — an estimated $224K sold.

Atria Wealth Solutions first reported a position in BEP in Q1 2022 and held it in 10 quarters. The position peaked at $1.53M in Q2 2022. 219 funds tracked by Wall St. Rank hold BEP as of Q4 2024.

  • Atria Wealth Solutions reported no remaining Brookfield Renewable position as of Q4 2024 after selling out during the quarter.
  • Atria Wealth Solutions sold 7,859 Brookfield Renewable shares in Q4 2024, an estimated $224K.
  • Atria Wealth Solutions first reported a position in Brookfield Renewable in Q1 2022 and held it in 10 quarters.
  • Atria Wealth Solutions's Brookfield Renewable position peaked at $1.53M in Q2 2022.
  • 219 funds tracked by Wall St. Rank held Brookfield Renewable as of Q4 2024.

Based on Atria Wealth Solutions's 13F filing for Q4 2024, filed 31 Jan 2025.