Buckingham Strategic Wealth’s Brookfield Renewable BEP Stock Holding History

Buckingham Strategic Wealth’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
2024 Q2	$263K	Sell	10,611 -2,000	-16%	-$49.8K	﹤0.01%	635
2024 Q1	$293K	Buy	12,611 +199	+2%	+$4.83K	﹤0.01%	597
2023 Q4	$326K	Buy	12,412 +450	+4%	+$10.7K	﹤0.01%	551
2023 Q3	$260K	Sell	11,962 -972	-8%	-$26.2K	﹤0.01%	561
2023 Q2	$381K	Buy	12,934 +972	+8%	+$29.9K	0.01%	486
2023 Q1	$303K	Hold	11,962	–	–	0.01%	481
2022 Q4	$303K	Buy	+11,962	New	+$341K	0.01%	483

Other funds holding BEP

Fidelity International

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 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

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

Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return

Fidelity Investments

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

Select Equity Group

Select Equity Group New York $18.8B AUM 17.33% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L)

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return