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FORA Capital’s Brookfield Renewable BEP Stock Holding History

FORA Capital’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
Q1 		– Sell
-9,384
Closed -$238K – 524
2022
Q4 		$238K Buy
+9,384
New +$268K 0.04% 416
2020
Q3 		– Sell
-1,409
Closed -$36K – 668
2020
Q2 		$36K Buy
+1,409
New +$35.4K 0.01% 706

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
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
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
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

FORA Capital's BEP Position: Q1 2023 in Review

FORA Capital sold out of Brookfield Renewable (BEP) in Q1 2023, closing a stake of 9,384 shares — an estimated $238K sold.

FORA Capital first reported a position in BEP in Q2 2020 and held it in 2 quarters. The position peaked at $238K in Q4 2022. 240 funds tracked by Wall St. Rank hold BEP as of Q1 2023.

  • FORA Capital reported no remaining Brookfield Renewable position as of Q1 2023 after selling out during the quarter.
  • FORA Capital sold 9,384 Brookfield Renewable shares in Q1 2023, an estimated $238K.
  • FORA Capital first reported a position in Brookfield Renewable in Q2 2020 and held it in 2 quarters.
  • FORA Capital's Brookfield Renewable position peaked at $238K in Q4 2022.
  • 240 funds tracked by Wall St. Rank held Brookfield Renewable as of Q1 2023.

Based on FORA Capital's 13F filing for Q1 2023, filed 12 May 2023.