Gradient Investments’s Brookfield Renewable BEP Stock Holding History

Gradient Investments’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
2024 Q1	–	Sell	-265	Closed	-$6.96K	–	1298
2023 Q4	$6.96K	Hold	265	–	–	﹤0.01%	906
2023 Q3	$5.76K	Sell	265 -37	-12%	-$997	﹤0.01%	923
2023 Q2	$8.91K	Hold	302	–	–	﹤0.01%	827
2023 Q1	$9.52K	Hold	302	–	–	﹤0.01%	823
2022 Q4	$7.65K	Hold	302	–	–	﹤0.01%	858
2022 Q3	$9K	Buy	302 +265	+716%	+$9.79K	﹤0.01%	818
2022 Q2	$1K	Hold	37	–	–	﹤0.01%	1107
2022 Q1	$2K	Hold	37	–	–	﹤0.01%	1018
2021 Q4	$1K	Sell	37 -2,100	-98%	-$77.4K	﹤0.01%	1117
2021 Q3	$79K	Hold	2,137	–	–	﹤0.01%	404
2021 Q2	$82K	Hold	2,137	–	–	﹤0.01%	395
2021 Q1	$91K	Buy	2,137 +712	+50%	+$31.5K	﹤0.01%	377
2020 Q4	$75K	Sell	1,425 -713	-33%	-$27.3K	﹤0.01%	347
2020 Q3	$75K	Sell	2,138 -489	-19%	-$14.4K	﹤0.01%	348
2020 Q2	$67K	Hold	2,627	–	–	﹤0.01%	345
2020 Q1	$59K	Hold	2,627	–	–	﹤0.01%	329
2019 Q4	$65K	Hold	2,627	–	–	﹤0.01%	354
2019 Q3	$57K	Buy	+2,627	New	+$51.4K	﹤0.01%	363

Other funds holding BEP

Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return

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

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Gradient Investments's BEP Position: Q1 2024 in Review

Gradient Investments sold out of Brookfield Renewable (BEP) in Q1 2024, closing a stake of 265 shares — an estimated $6.96K sold.

Gradient Investments first reported a position in BEP in Q3 2019 and held it in 18 quarters. The position peaked at $91K in Q1 2021. 211 funds tracked by Wall St. Rank hold BEP as of Q1 2024.

Gradient Investments reported no remaining Brookfield Renewable position as of Q1 2024 after selling out during the quarter.
Gradient Investments sold 265 Brookfield Renewable shares in Q1 2024, an estimated $6.96K.
Gradient Investments first reported a position in Brookfield Renewable in Q3 2019 and held it in 18 quarters.
Gradient Investments's Brookfield Renewable position peaked at $91K in Q1 2021.
211 funds tracked by Wall St. Rank held Brookfield Renewable as of Q1 2024.

Based on Gradient Investments's 13F filing for Q1 2024, filed 23 Apr 2024.