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Baldwin Wealth Partners’s Brookfield Renewable BEP Stock Holding History

Baldwin Wealth Partners’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
Q4 		– Sell
-1,200
Closed -$38K – 785
2022
Q3 		$38K Hold
1,200
– – 0.01% 360
2022
Q2 		$42K Buy
1,200
+200
+20% +$7.2K 0.01% 370
2022
Q1 		$41K Buy
+1,000
New +$35.9K ﹤0.01% 398

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
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
BCIM
British Columbia Investment Management Victoria, British Columbia, Canada $16B AUM 37.57% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return

Baldwin Wealth Partners's BEP Position: Q4 2022 in Review

Baldwin Wealth Partners sold out of Brookfield Renewable (BEP) in Q4 2022, closing a stake of 1,200 shares — an estimated $38K sold.

Baldwin Wealth Partners first reported a position in BEP in Q1 2022 and held it in 3 quarters. The position peaked at $42K in Q2 2022. 228 funds tracked by Wall St. Rank hold BEP as of Q4 2022.

  • Baldwin Wealth Partners reported no remaining Brookfield Renewable position as of Q4 2022 after selling out during the quarter.
  • Baldwin Wealth Partners sold 1,200 Brookfield Renewable shares in Q4 2022, an estimated $38K.
  • Baldwin Wealth Partners first reported a position in Brookfield Renewable in Q1 2022 and held it in 3 quarters.
  • Baldwin Wealth Partners's Brookfield Renewable position peaked at $42K in Q2 2022.
  • 228 funds tracked by Wall St. Rank held Brookfield Renewable as of Q4 2022.

Based on Baldwin Wealth Partners's 13F filing for Q4 2022, filed 27 Jan 2023.