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 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

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

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

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

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

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $52.8B AUM 58.98% 1-Year Est. Return

Buckingham Strategic Wealth's BEP Position: Q2 2024 in Review

Buckingham Strategic Wealth reduced its Brookfield Renewable (BEP) stake by 16% in Q2 2024, selling an estimated $49.8K and leaving 10,611 shares worth $263K. The position accounts for ﹤0.01% of the portfolio, ranked #635.

Buckingham Strategic Wealth first reported a position in BEP in Q4 2022 and has held it in 7 quarters since. The position peaked at $381K in Q2 2023. 214 funds tracked by Wall St. Rank hold BEP as of Q2 2024.

Buckingham Strategic Wealth held 10,611 shares of Brookfield Renewable worth $263K as of Q2 2024.
Buckingham Strategic Wealth sold 2,000 Brookfield Renewable shares in Q2 2024, an estimated $49.8K.
Brookfield Renewable made up ﹤0.01% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #635 holding.
Buckingham Strategic Wealth first reported a position in Brookfield Renewable in Q4 2022 and has held it in 7 quarters since.
Buckingham Strategic Wealth's Brookfield Renewable position peaked at $381K in Q2 2023.
214 funds tracked by Wall St. Rank held Brookfield Renewable as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.