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Danda Trouve Investment Management’s Brookfield Renewable BEP Stock Holding History

Danda Trouve Investment 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
2021
Q1 		– Sell
-315
Closed -$14K – 130
2020
Q4 		$14K Sell
315
-285
-48% -$10.9K 0.02% 90
2020
Q3 		$21K Buy
+600
New +$17.7K 0.03% 84

Other funds holding BEP

BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

Danda Trouve Investment Management's BEP Position: Q1 2021 in Review

Danda Trouve Investment Management sold out of Brookfield Renewable (BEP) in Q1 2021, closing a stake of 315 shares — an estimated $14K sold.

Danda Trouve Investment Management first reported a position in BEP in Q3 2020 and held it in 2 quarters. The position peaked at $21K in Q3 2020. 263 funds tracked by Wall St. Rank hold BEP as of Q1 2021.

  • Danda Trouve Investment Management reported no remaining Brookfield Renewable position as of Q1 2021 after selling out during the quarter.
  • Danda Trouve Investment Management sold 315 Brookfield Renewable shares in Q1 2021, an estimated $14K.
  • Danda Trouve Investment Management first reported a position in Brookfield Renewable in Q3 2020 and held it in 2 quarters.
  • Danda Trouve Investment Management's Brookfield Renewable position peaked at $21K in Q3 2020.
  • 263 funds tracked by Wall St. Rank held Brookfield Renewable as of Q1 2021.

Based on Danda Trouve Investment Management's 13F filing for Q1 2021, filed 4 May 2021.