Catalyst Capital Advisors’s Brookfield Renewable BEP Stock Holding History

Catalyst Capital Advisors’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 Q3	–	Sell	-4,789	Closed	-$141K	–	408
2023 Q2	$141K	Sell	4,789 -1,583	-25%	-$48.7K	﹤0.01%	224
2023 Q1	$201K	Buy	+6,372	New	+$180K	0.01%	188
2022 Q2	–	Sell	-6,475	Closed	-$266K	–	348
2022 Q1	$266K	Buy	6,475 +4,088	+171%	+$147K	0.01%	216
2021 Q4	$85K	Buy	2,387 +249	+12%	+$9.18K	﹤0.01%	261
2021 Q3	$79K	Sell	2,138 -356	-14%	-$13.8K	﹤0.01%	279
2021 Q2	$96K	Buy	+2,494	New	+$98.7K	﹤0.01%	282

Other funds holding BEP

Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 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

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 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

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

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

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

Catalyst Capital Advisors's BEP Position: Q3 2023 in Review

Catalyst Capital Advisors sold out of Brookfield Renewable (BEP) in Q3 2023, closing a stake of 4,789 shares — an estimated $141K sold.

Catalyst Capital Advisors first reported a position in BEP in Q2 2021 and held it in 6 quarters. The position peaked at $266K in Q1 2022. 210 funds tracked by Wall St. Rank hold BEP as of Q3 2023.

Catalyst Capital Advisors reported no remaining Brookfield Renewable position as of Q3 2023 after selling out during the quarter.
Catalyst Capital Advisors sold 4,789 Brookfield Renewable shares in Q3 2023, an estimated $141K.
Catalyst Capital Advisors first reported a position in Brookfield Renewable in Q2 2021 and held it in 6 quarters.
Catalyst Capital Advisors's Brookfield Renewable position peaked at $266K in Q1 2022.
210 funds tracked by Wall St. Rank held Brookfield Renewable as of Q3 2023.

Based on Catalyst Capital Advisors's 13F filing for Q3 2023, filed 9 Nov 2023.