CWM
BEP icon

Curi Wealth Management’s Brookfield Renewable BEP Stock Holding History

Curi Wealth Management’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
2022
Q3 		– Sell
-958
Closed -$33K – 240
2022
Q2 		$33K Buy
+958
New +$34.5K 0.01% 259

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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Curi Wealth Management's BEP Position: Q3 2022 in Review

Curi Wealth Management sold out of Brookfield Renewable (BEP) in Q3 2022, closing a stake of 958 shares — an estimated $33K sold.

Curi Wealth Management first reported a position in BEP in Q2 2022 and held it in 1 quarter. The position peaked at $33K in Q2 2022. 232 funds tracked by Wall St. Rank hold BEP as of Q3 2022.

  • Curi Wealth Management reported no remaining Brookfield Renewable position as of Q3 2022 after selling out during the quarter.
  • Curi Wealth Management sold 958 Brookfield Renewable shares in Q3 2022, an estimated $33K.
  • Curi Wealth Management first reported a position in Brookfield Renewable in Q2 2022 and held it in 1 quarter.
  • Curi Wealth Management's Brookfield Renewable position peaked at $33K in Q2 2022.
  • 232 funds tracked by Wall St. Rank held Brookfield Renewable as of Q3 2022.

Based on Curi Wealth Management's 13F filing for Q3 2022, filed 8 Nov 2022.