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Brewin Dolphin Wealth Management’s Brookfield Renewable BEP Stock Holding History

Brewin Dolphin 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 		$28K Hold
800
– – ﹤0.01% 226
2022
Q1 		$33K Hold
800
– – ﹤0.01% 219
2021
Q4 		$29K Hold
800
– – ﹤0.01% 230
2021
Q3 		$29.5K Hold
800
– – ﹤0.01% 234
2021
Q2 		$30.9K Buy
+800
New +$31.7K ﹤0.01% 231

Other funds holding BEP

BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Brewin Dolphin Wealth Management's BEP Position: Q2 2022 in Review

Brewin Dolphin Wealth Management held its Brookfield Renewable (BEP) position steady in Q2 2022 at 800 shares worth $28K. The position accounts for ﹤0.01% of the portfolio, ranked #226.

Brewin Dolphin Wealth Management first reported a position in BEP in Q2 2021 and has held it in 5 quarters since. The position peaked at $33K in Q1 2022. 243 funds tracked by Wall St. Rank hold BEP as of Q2 2022.

  • Brewin Dolphin Wealth Management held 800 shares of Brookfield Renewable worth $28K as of Q2 2022.
  • Brewin Dolphin Wealth Management left its Brookfield Renewable share count unchanged in Q2 2022.
  • Brookfield Renewable made up ﹤0.01% of Brewin Dolphin Wealth Management's portfolio in Q2 2022, its #226 holding.
  • Brewin Dolphin Wealth Management first reported a position in Brookfield Renewable in Q2 2021 and has held it in 5 quarters since.
  • Brewin Dolphin Wealth Management's Brookfield Renewable position peaked at $33K in Q1 2022.
  • 243 funds tracked by Wall St. Rank held Brookfield Renewable as of Q2 2022.

Based on Brewin Dolphin Wealth Management's 13F filing for Q2 2022, filed 14 Nov 2022.