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Burleson & Co’s Brookfield Renewable BEP Stock Holding History

Burleson & Co’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
2021
Q3 		– Sell
-315
Closed -$12K – 363
2021
Q2 		$12K Hold
315
– – ﹤0.01% 257
2021
Q1 		$13K Buy
+315
New +$13.9K ﹤0.01% 244

Other funds holding BEP

BC
Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return
BCIM
British Columbia Investment Management Victoria, British Columbia, Canada $16B AUM 37.57% 1-Year Est. Return

Burleson & Co's BEP Position: Q3 2021 in Review

Burleson & Co sold out of Brookfield Renewable (BEP) in Q3 2021, closing a stake of 315 shares — an estimated $12K sold.

Burleson & Co first reported a position in BEP in Q1 2021 and held it in 2 quarters. The position peaked at $13K in Q1 2021. 251 funds tracked by Wall St. Rank hold BEP as of Q3 2021.

  • Burleson & Co reported no remaining Brookfield Renewable position as of Q3 2021 after selling out during the quarter.
  • Burleson & Co sold 315 Brookfield Renewable shares in Q3 2021, an estimated $12K.
  • Burleson & Co first reported a position in Brookfield Renewable in Q1 2021 and held it in 2 quarters.
  • Burleson & Co's Brookfield Renewable position peaked at $13K in Q1 2021.
  • 251 funds tracked by Wall St. Rank held Brookfield Renewable as of Q3 2021.

Based on Burleson & Co's 13F filing for Q3 2021, filed 2 Nov 2021.