Baystate Wealth Management’s Brookfield Renewable BEP Stock Holding History

Baystate 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
2023 Q4	$26.3K	Buy	+1,000	New	+$23.7K	﹤0.01%	503

Other funds holding BEP

Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

CIM

CCLA Investment Management London, United Kingdom $6.23B AUM

Baystate Wealth Management's BEP Position: Q4 2023 in Review

Baystate Wealth Management opened a new position in Brookfield Renewable (BEP) in Q4 2023: 1,000 shares worth $26.3K. The stake represents ﹤0.01% of the portfolio and ranks #503 among its holdings.

216 funds tracked by Wall St. Rank hold BEP as of Q4 2023.

Baystate Wealth Management held 1,000 shares of Brookfield Renewable worth $26.3K as of Q4 2023.
Brookfield Renewable was a new Baystate Wealth Management position in Q4 2023.
Brookfield Renewable made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #503 holding.
216 funds tracked by Wall St. Rank held Brookfield Renewable as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.