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Cadence Bank NA’s Brookfield Renewable BEP Stock Holding History

Cadence Bank NA’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
Q3 		– Sell
-6,865
Closed -$239K – 52
2022
Q2 		$239K Buy
6,865
+29
+0.4% +$1.04K 0.08% 184
2022
Q1 		$281K Buy
6,836
+116
+2% +$4.16K 0.08% 178
2021
Q4 		$241K Buy
6,720
+144
+2% +$5.31K 0.07% 193
2021
Q3 		$243K Hold
6,576
– – 0.07% 190
2021
Q2 		$254K Buy
6,576
+108
+2% +$4.28K 0.08% 187
2021
Q1 		$276K Buy
6,468
+78
+1% +$3.45K 0.09% 175
2020
Q4 		$276K Hold
6,390
– – 0.1% 163
2020
Q3 		$224K Buy
+6,390
New +$189K 0.09% 165

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

Cadence Bank NA's BEP Position: Q3 2022 in Review

Cadence Bank NA sold out of Brookfield Renewable (BEP) in Q3 2022, closing a stake of 6,865 shares — an estimated $239K sold.

Cadence Bank NA first reported a position in BEP in Q3 2020 and held it in 8 quarters. The position peaked at $281K in Q1 2022. 232 funds tracked by Wall St. Rank hold BEP as of Q3 2022.

  • Cadence Bank NA reported no remaining Brookfield Renewable position as of Q3 2022 after selling out during the quarter.
  • Cadence Bank NA sold 6,865 Brookfield Renewable shares in Q3 2022, an estimated $239K.
  • Cadence Bank NA first reported a position in Brookfield Renewable in Q3 2020 and held it in 8 quarters.
  • Cadence Bank NA's Brookfield Renewable position peaked at $281K in Q1 2022.
  • 232 funds tracked by Wall St. Rank held Brookfield Renewable as of Q3 2022.

Based on Cadence Bank NA's 13F filing for Q3 2022, filed 27 Oct 2022.