Benjamin F. Edwards & Company’s Brookfield Renewable BEP Stock Holding History

Benjamin F. Edwards & Company’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 Q1	–	Sell	-336	Closed	-$9K	–	1780
2022 Q4	$9K	Hold	336	–	–	﹤0.01%	1438
2022 Q3	$11K	Hold	336	–	–	﹤0.01%	1368
2022 Q2	$12K	Hold	336	–	–	﹤0.01%	1334
2022 Q1	$14K	Hold	336	–	–	﹤0.01%	1292
2021 Q4	$12K	Buy	+336	New	+$12.4K	﹤0.01%	1334
2014 Q3	–	Sell	-657	Closed	-$10K	–	976
2014 Q2	$10K	Hold	657	–	–	﹤0.01%	726
2014 Q1	$10K	Sell	657 -563	-46%	-$8.23K	﹤0.01%	678
2013 Q4	$17K	Hold	1,220	–	–	0.01%	565
2013 Q3	$17K	Hold	1,220	–	–	0.01%	525
2013 Q2	$18K	Buy	+1,220	New	+$18.3K	0.01%	475

Other funds holding BEP

Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 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

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

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

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

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

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

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Benjamin F. Edwards & Company's BEP Position: Q1 2023 in Review

Benjamin F. Edwards & Company sold out of Brookfield Renewable (BEP) in Q1 2023, closing a stake of 336 shares — an estimated $9K sold.

Benjamin F. Edwards & Company first reported a position in BEP in Q2 2013 and held it in 10 quarters. The position peaked at $18K in Q2 2013. 240 funds tracked by Wall St. Rank hold BEP as of Q1 2023.

Benjamin F. Edwards & Company reported no remaining Brookfield Renewable position as of Q1 2023 after selling out during the quarter.
Benjamin F. Edwards & Company sold 336 Brookfield Renewable shares in Q1 2023, an estimated $9K.
Benjamin F. Edwards & Company first reported a position in Brookfield Renewable in Q2 2013 and held it in 10 quarters.
Benjamin F. Edwards & Company's Brookfield Renewable position peaked at $18K in Q2 2013.
240 funds tracked by Wall St. Rank held Brookfield Renewable as of Q1 2023.

Based on Benjamin F. Edwards & Company's 13F filing for Q1 2023, filed 27 Apr 2023.