Carolinas Wealth Consulting’s Brookfield Renewable BEP Stock Holding History

Carolinas Wealth Consulting’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 Q4	–	Sell	-472	Closed	-$13.5K	–	1057
2022 Q3	$15K	Buy	472 +4	+0.9%	+$148	﹤0.01%	488
2022 Q2	$16K	Buy	468 +3	+0.6%	+$108	﹤0.01%	488
2022 Q1	$19K	Buy	465 +3	+0.6%	+$108	﹤0.01%	488
2021 Q4	$17K	Buy	462 +3	+0.7%	+$111	﹤0.01%	520
2021 Q3	$17K	Buy	459 +4	+0.9%	+$155	﹤0.01%	496
2021 Q2	$18K	Buy	455 +2	+0.4%	+$79	﹤0.01%	516
2021 Q1	$20K	Sell	453 -297	-40%	-$13.2K	﹤0.01%	512
2020 Q4	$33K	Buy	+750	New	+$28.7K	0.01%	400

Other funds holding BEP

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

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

BCIM

British Columbia Investment Management Victoria, British Columbia, Canada $16B AUM 37.57% 1-Year Est. Return

CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return

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

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return

Carolinas Wealth Consulting's BEP Position: Q4 2022 in Review

Carolinas Wealth Consulting sold out of Brookfield Renewable (BEP) in Q4 2022, closing a stake of 472 shares — an estimated $13.5K sold.

Carolinas Wealth Consulting first reported a position in BEP in Q4 2020 and held it in 8 quarters. The position peaked at $33K in Q4 2020. 228 funds tracked by Wall St. Rank hold BEP as of Q4 2022.

Carolinas Wealth Consulting reported no remaining Brookfield Renewable position as of Q4 2022 after selling out during the quarter.
Carolinas Wealth Consulting sold 472 Brookfield Renewable shares in Q4 2022, an estimated $13.5K.
Carolinas Wealth Consulting first reported a position in Brookfield Renewable in Q4 2020 and held it in 8 quarters.
Carolinas Wealth Consulting's Brookfield Renewable position peaked at $33K in Q4 2020.
228 funds tracked by Wall St. Rank held Brookfield Renewable as of Q4 2022.

Based on Carolinas Wealth Consulting's 13F filing for Q4 2022, filed 14 Feb 2023.