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Concurrent Investment Advisors’s Brookfield Renewable BEP Stock Holding History

Concurrent Investment 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
-12,350
Closed -$348K – 1133
2024
Q3 		$348K Buy
+12,350
New +$311K 0.01% 732

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

Concurrent Investment Advisors's BEP Position: Q4 2024 in Review

Concurrent Investment Advisors sold out of Brookfield Renewable (BEP) in Q4 2024, closing a stake of 12,350 shares — an estimated $348K sold.

Concurrent Investment Advisors first reported a position in BEP in Q3 2024 and held it in 1 quarter. The position peaked at $348K in Q3 2024. 219 funds tracked by Wall St. Rank hold BEP as of Q4 2024.

  • Concurrent Investment Advisors reported no remaining Brookfield Renewable position as of Q4 2024 after selling out during the quarter.
  • Concurrent Investment Advisors sold 12,350 Brookfield Renewable shares in Q4 2024, an estimated $348K.
  • Concurrent Investment Advisors first reported a position in Brookfield Renewable in Q3 2024 and held it in 1 quarter.
  • Concurrent Investment Advisors's Brookfield Renewable position peaked at $348K in Q3 2024.
  • 219 funds tracked by Wall St. Rank held Brookfield Renewable as of Q4 2024.

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