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Hazlett, Burt & Watson’s Brookfield Renewable BEP Stock Holding History

Hazlett, Burt & Watson’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
Q3 		– Sell
-20
Closed -$1K – 710
2023
Q2 		$1K Hold
20
– – ﹤0.01% 632
2023
Q1 		$1K Buy
+20
New +$564 ﹤0.01% 582

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
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
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Hazlett, Burt & Watson's BEP Position: Q3 2023 in Review

Hazlett, Burt & Watson sold out of Brookfield Renewable (BEP) in Q3 2023, closing a stake of 20 shares — an estimated $1K sold.

Hazlett, Burt & Watson first reported a position in BEP in Q1 2023 and held it in 2 quarters. The position peaked at $1K in Q2 2023. 210 funds tracked by Wall St. Rank hold BEP as of Q3 2023.

  • Hazlett, Burt & Watson reported no remaining Brookfield Renewable position as of Q3 2023 after selling out during the quarter.
  • Hazlett, Burt & Watson sold 20 Brookfield Renewable shares in Q3 2023, an estimated $1K.
  • Hazlett, Burt & Watson first reported a position in Brookfield Renewable in Q1 2023 and held it in 2 quarters.
  • Hazlett, Burt & Watson's Brookfield Renewable position peaked at $1K in Q2 2023.
  • 210 funds tracked by Wall St. Rank held Brookfield Renewable as of Q3 2023.

Based on Hazlett, Burt & Watson's 13F filing for Q3 2023, filed 2 Nov 2023.