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Carl Stuart Investment Advisor’s Brookfield Renewable BEP Stock Holding History

Carl Stuart Investment Advisor’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
2023
Q2 		– Sell
-1,312
Closed -$4.27M – 30
2023
Q1 		$4.27M Buy
+1,312
New +$37K 4.08% 8
2022
Q2 		– Sell
-1,312
Closed -$53.9K – 30
2022
Q1 		$53.9K Buy
+1,312
New +$47.1K 0.04% 65

Other funds holding BEP

BC
Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 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
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
BCIM
British Columbia Investment Management Victoria, British Columbia, Canada $16B AUM 37.57% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

Carl Stuart Investment Advisor's BEP Position: Q2 2023 in Review

Carl Stuart Investment Advisor sold out of Brookfield Renewable (BEP) in Q2 2023, closing a stake of 1,312 shares — an estimated $4.27M sold.

Carl Stuart Investment Advisor first reported a position in BEP in Q1 2022 and held it in 2 quarters. The position peaked at $4.27M in Q1 2023. 218 funds tracked by Wall St. Rank hold BEP as of Q2 2023.

  • Carl Stuart Investment Advisor reported no remaining Brookfield Renewable position as of Q2 2023 after selling out during the quarter.
  • Carl Stuart Investment Advisor sold 1,312 Brookfield Renewable shares in Q2 2023, an estimated $4.27M.
  • Carl Stuart Investment Advisor first reported a position in Brookfield Renewable in Q1 2022 and held it in 2 quarters.
  • Carl Stuart Investment Advisor's Brookfield Renewable position peaked at $4.27M in Q1 2023.
  • 218 funds tracked by Wall St. Rank held Brookfield Renewable as of Q2 2023.

Based on Carl Stuart Investment Advisor's 13F filing for Q2 2023, filed 19 Jul 2023.