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Creative Financial Designs’s Brookfield Renewable BEP Stock Holding History

Creative Financial Designs’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
Q1 		– Sell
-20
Closed -$564 – 1401
2022
Q4 		$507 Hold
20
– – ﹤0.01% 1239
2022
Q3 		$1K Hold
20
– – ﹤0.01% 1205
2022
Q2 		$1K Hold
20
– – ﹤0.01% 1165
2022
Q1 		$1K Hold
20
– – ﹤0.01% 1191
2021
Q4 		$1K Hold
20
– – ﹤0.01% 1153
2021
Q3 		$1K Hold
20
– – ﹤0.01% 1342
2021
Q2 		$1K Buy
20
+5
+33% +$198 ﹤0.01% 1362
2021
Q1 		$1K Buy
+15
New +$664 ﹤0.01% 1248

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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 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
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Creative Financial Designs's BEP Position: Q1 2023 in Review

Creative Financial Designs sold out of Brookfield Renewable (BEP) in Q1 2023, closing a stake of 20 shares — an estimated $564 sold.

Creative Financial Designs first reported a position in BEP in Q1 2021 and held it in 8 quarters. The position peaked at $1K in Q3 2022. 240 funds tracked by Wall St. Rank hold BEP as of Q1 2023.

  • Creative Financial Designs reported no remaining Brookfield Renewable position as of Q1 2023 after selling out during the quarter.
  • Creative Financial Designs sold 20 Brookfield Renewable shares in Q1 2023, an estimated $564.
  • Creative Financial Designs first reported a position in Brookfield Renewable in Q1 2021 and held it in 8 quarters.
  • Creative Financial Designs's Brookfield Renewable position peaked at $1K in Q3 2022.
  • 240 funds tracked by Wall St. Rank held Brookfield Renewable as of Q1 2023.

Based on Creative Financial Designs's 13F filing for Q1 2023, filed 25 Apr 2023.