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Financial Management Professionals’s Brookfield Renewable BEP Stock Holding History

Financial Management Professionals’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
-457
Closed -$16K – 930
2022
Q2 		$16K Hold
457
– – ﹤0.01% 393
2022
Q1 		$19K Buy
+457
New +$16.4K ﹤0.01% 366

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

Financial Management Professionals's BEP Position: Q3 2022 in Review

Financial Management Professionals sold out of Brookfield Renewable (BEP) in Q3 2022, closing a stake of 457 shares — an estimated $16K sold.

Financial Management Professionals first reported a position in BEP in Q1 2022 and held it in 2 quarters. The position peaked at $19K in Q1 2022. 232 funds tracked by Wall St. Rank hold BEP as of Q3 2022.

  • Financial Management Professionals reported no remaining Brookfield Renewable position as of Q3 2022 after selling out during the quarter.
  • Financial Management Professionals sold 457 Brookfield Renewable shares in Q3 2022, an estimated $16K.
  • Financial Management Professionals first reported a position in Brookfield Renewable in Q1 2022 and held it in 2 quarters.
  • Financial Management Professionals's Brookfield Renewable position peaked at $19K in Q1 2022.
  • 232 funds tracked by Wall St. Rank held Brookfield Renewable as of Q3 2022.

Based on Financial Management Professionals's 13F filing for Q3 2022, filed 27 Oct 2022.