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CreativeOne Wealth’s Brookfield Renewable BEP Stock Holding History

CreativeOne Wealth’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
2021
Q4 		– Sell
-9,060
Closed -$334K – 751
2021
Q3 		$334K Hold
9,060
– – 0.02% 522
2021
Q2 		$349K Hold
9,060
– – 0.02% 483
2021
Q1 		$386K Buy
9,060
+3,619
+67% +$160K 0.03% 392
2020
Q4 		$235K Buy
+5,441
New +$209K 0.02% 443

Other funds holding BEP

BC
Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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
BCIM
British Columbia Investment Management Victoria, British Columbia, Canada $16B AUM 37.57% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return

CreativeOne Wealth's BEP Position: Q4 2021 in Review

CreativeOne Wealth sold out of Brookfield Renewable (BEP) in Q4 2021, closing a stake of 9,060 shares — an estimated $334K sold.

CreativeOne Wealth first reported a position in BEP in Q4 2020 and held it in 4 quarters. The position peaked at $386K in Q1 2021. 252 funds tracked by Wall St. Rank hold BEP as of Q4 2021.

  • CreativeOne Wealth reported no remaining Brookfield Renewable position as of Q4 2021 after selling out during the quarter.
  • CreativeOne Wealth sold 9,060 Brookfield Renewable shares in Q4 2021, an estimated $334K.
  • CreativeOne Wealth first reported a position in Brookfield Renewable in Q4 2020 and held it in 4 quarters.
  • CreativeOne Wealth's Brookfield Renewable position peaked at $386K in Q1 2021.
  • 252 funds tracked by Wall St. Rank held Brookfield Renewable as of Q4 2021.

Based on CreativeOne Wealth's 13F filing for Q4 2021, filed 15 Feb 2022.