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Clear Point Advisors’s Brookfield Renewable BEP Stock Holding History

Clear Point 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
2024
Q4 		– Sell
-2,100
Closed -$59.2K – 145
2024
Q3 		$59.2K Hold
2,100
– – 0.05% 186
2024
Q2 		$52K Hold
2,100
– – 0.04% 190
2024
Q1 		$48.8K Buy
+2,100
New +$51K 0.04% 206

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
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
SC
Scotia Capital Toronto, Ontario, Canada $26.8B AUM 33.07% 1-Year Est. Return

Clear Point Advisors's BEP Position: Q4 2024 in Review

Clear Point Advisors sold out of Brookfield Renewable (BEP) in Q4 2024, closing a stake of 2,100 shares — an estimated $59.2K sold.

Clear Point Advisors first reported a position in BEP in Q1 2024 and held it in 3 quarters. The position peaked at $59.2K in Q3 2024. 219 funds tracked by Wall St. Rank hold BEP as of Q4 2024.

  • Clear Point Advisors reported no remaining Brookfield Renewable position as of Q4 2024 after selling out during the quarter.
  • Clear Point Advisors sold 2,100 Brookfield Renewable shares in Q4 2024, an estimated $59.2K.
  • Clear Point Advisors first reported a position in Brookfield Renewable in Q1 2024 and held it in 3 quarters.
  • Clear Point Advisors's Brookfield Renewable position peaked at $59.2K in Q3 2024.
  • 219 funds tracked by Wall St. Rank held Brookfield Renewable as of Q4 2024.

Based on Clear Point Advisors's 13F filing for Q4 2024, filed 3 Feb 2025.