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 $74.2B AUM 0.68% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

1832 Asset Management

1832 Asset Management Toronto, Ontario, Canada $75.5B AUM 35.56% 1-Year Est. Return

Fidelity International

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

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return

Principal Financial Group

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

CIBC Asset Management

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

Fidelity Investments

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

Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return

TD Asset Management

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return