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HM Payson & Co’s Brookfield Renewable BEP Stock Holding History

HM Payson & Co’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
Q4 		– Sell
-2,500
Closed -$78K – 941
2022
Q3 		$78K Buy
+2,500
New +$92.4K ﹤0.01% 504

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
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return

HM Payson & Co's BEP Position: Q4 2022 in Review

HM Payson & Co sold out of Brookfield Renewable (BEP) in Q4 2022, closing a stake of 2,500 shares — an estimated $78K sold.

HM Payson & Co first reported a position in BEP in Q3 2022 and held it in 1 quarter. The position peaked at $78K in Q3 2022. 228 funds tracked by Wall St. Rank hold BEP as of Q4 2022.

  • HM Payson & Co reported no remaining Brookfield Renewable position as of Q4 2022 after selling out during the quarter.
  • HM Payson & Co sold 2,500 Brookfield Renewable shares in Q4 2022, an estimated $78K.
  • HM Payson & Co first reported a position in Brookfield Renewable in Q3 2022 and held it in 1 quarter.
  • HM Payson & Co's Brookfield Renewable position peaked at $78K in Q3 2022.
  • 228 funds tracked by Wall St. Rank held Brookfield Renewable as of Q4 2022.

Based on HM Payson & Co's 13F filing for Q4 2022, filed 6 Feb 2023.