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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 – 1980
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 $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
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $75.5B AUM 35.56% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $56.9B AUM 39.33% 1-Year Est. Return
SC
Scotia Capital Toronto, Ontario, Canada $24.3B AUM 29.21% 1-Year Est. Return