Azimuth Capital Investment Management’s Brookfield Renewable BEP Stock Holding History

Azimuth Capital Investment Management’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 Q3	–	Sell	-8,775	Closed	-$259K	–	293
2023 Q2	$259K	Hold	8,775	–	–	0.01%	279
2023 Q1	$277K	Sell	8,775 -500	-5%	-$14.1K	0.01%	277
2022 Q4	$235K	Sell	9,275 -1,950	-17%	-$55.7K	0.01%	292
2022 Q3	$351K	Sell	11,225 -500	-4%	-$18.5K	0.02%	263
2022 Q2	$408K	Buy	+11,725	New	+$422K	0.02%	264

Other funds holding BEP

Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

BCIM

British Columbia Investment Management Victoria, British Columbia, Canada $17B AUM 31.69% 1-Year Est. Return

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

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

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

Azimuth Capital Investment Management's BEP Position: Q3 2023 in Review

Azimuth Capital Investment Management sold out of Brookfield Renewable (BEP) in Q3 2023, closing a stake of 8,775 shares — an estimated $259K sold.

Azimuth Capital Investment Management first reported a position in BEP in Q2 2022 and held it in 5 quarters. The position peaked at $408K in Q2 2022. 210 funds tracked by Wall St. Rank hold BEP as of Q3 2023.

Azimuth Capital Investment Management reported no remaining Brookfield Renewable position as of Q3 2023 after selling out during the quarter.
Azimuth Capital Investment Management sold 8,775 Brookfield Renewable shares in Q3 2023, an estimated $259K.
Azimuth Capital Investment Management first reported a position in Brookfield Renewable in Q2 2022 and held it in 5 quarters.
Azimuth Capital Investment Management's Brookfield Renewable position peaked at $408K in Q2 2022.
210 funds tracked by Wall St. Rank held Brookfield Renewable as of Q3 2023.

Based on Azimuth Capital Investment Management's 13F filing for Q3 2023, filed 13 Nov 2023.