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B. Riley Wealth Management’s Brookfield Renewable BEP Stock Holding History

B. Riley Wealth 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
2022
Q2 		$203K Buy
+5,830
New +$210K 0.02% 560
2020
Q4 		– Sell
-6,914
Closed -$242K – 393
2020
Q3 		$242K Buy
+6,914
New +$204K 0.03% 330

Other funds holding BEP

BC
Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

B. Riley Wealth Management's BEP Position: Q2 2022 in Review

B. Riley Wealth Management opened a new position in Brookfield Renewable (BEP) in Q2 2022: 5,830 shares worth $203K. The stake represents 0.02% of the portfolio and ranks #560 among its holdings. This is a return to the name: B. Riley Wealth Management previously reported a position in BEP as recently as Q3 2020.

B. Riley Wealth Management first reported a position in BEP in Q3 2020 and has held it in 2 quarters since. The position peaked at $242K in Q3 2020. 243 funds tracked by Wall St. Rank hold BEP as of Q2 2022.

  • B. Riley Wealth Management held 5,830 shares of Brookfield Renewable worth $203K as of Q2 2022.
  • Brookfield Renewable was a new B. Riley Wealth Management position in Q2 2022.
  • Brookfield Renewable made up 0.02% of B. Riley Wealth Management's portfolio in Q2 2022, its #560 holding.
  • B. Riley Wealth Management first reported a position in Brookfield Renewable in Q3 2020 and has held it in 2 quarters since.
  • B. Riley Wealth Management's Brookfield Renewable position peaked at $242K in Q3 2020.
  • 243 funds tracked by Wall St. Rank held Brookfield Renewable as of Q2 2022.

Based on B. Riley Wealth Management's 13F filing for Q2 2022, filed 9 Sep 2022.