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EP Wealth Advisors’s Brookfield Renewable BEP Stock Holding History

EP Wealth 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
2023
Q2 		– Sell
-19,470
Closed -$4.82M – 687
2023
Q1 		$4.82M Sell
19,470
-72,482
-79% -$2.04M 0.08% 139
2022
Q4 		$2.33M Sell
91,952
-400
-0.4% -$11.4K 0.04% 210
2022
Q3 		$2.89M Buy
+92,352
New +$3.41M 0.07% 158

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
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
BCIM
British Columbia Investment Management Victoria, British Columbia, Canada $16B AUM 37.57% 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
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

EP Wealth Advisors's BEP Position: Q2 2023 in Review

EP Wealth Advisors sold out of Brookfield Renewable (BEP) in Q2 2023, closing a stake of 19,470 shares — an estimated $4.82M sold.

EP Wealth Advisors first reported a position in BEP in Q3 2022 and held it in 3 quarters. The position peaked at $4.82M in Q1 2023. 218 funds tracked by Wall St. Rank hold BEP as of Q2 2023.

  • EP Wealth Advisors reported no remaining Brookfield Renewable position as of Q2 2023 after selling out during the quarter.
  • EP Wealth Advisors sold 19,470 Brookfield Renewable shares in Q2 2023, an estimated $4.82M.
  • EP Wealth Advisors first reported a position in Brookfield Renewable in Q3 2022 and held it in 3 quarters.
  • EP Wealth Advisors's Brookfield Renewable position peaked at $4.82M in Q1 2023.
  • 218 funds tracked by Wall St. Rank held Brookfield Renewable as of Q2 2023.

Based on EP Wealth Advisors's 13F filing for Q2 2023, filed 14 Aug 2023.