Horan Securities’s Brookfield Renewable BEP Stock Holding History

Horan Securities’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 Q2	–	Sell	-91	Closed	-$4K	–	682
2022 Q1	$4K	Hold	91	–	–	﹤0.01%	392
2021 Q4	$3K	Buy	+91	New	+$3.35K	﹤0.01%	421
2021 Q2	$4K	Hold	91	–	–	﹤0.01%	364
2021 Q1	$4K	Sell	91 -672	-88%	-$29.8K	﹤0.01%	328
2020 Q4	$33K	Sell	763 -122	-14%	-$4.68K	0.03%	150
2020 Q3	$31K	Sell	885 -560	-39%	-$16.5K	0.03%	136
2020 Q2	$37K	Sell	1,445 -619	-30%	-$15.5K	0.04%	88
2020 Q1	$47K	Buy	+2,064	New	+$52.3K	0.06%	67
2019 Q4	–	Sell	-2,064	Closed	-$45K	–	49
2019 Q3	$45K	Hold	2,064	–	–	0.05%	74
2019 Q2	$38K	Hold	2,064	–	–	0.04%	82
2019 Q1	$35K	Buy	+2,064	New	+$32.6K	0.04%	87

Other funds holding BEP

Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return

Fidelity International

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

1832 Asset Management

1832 Asset Management Toronto, Ontario, Canada $75.5B AUM 35.56% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Principal Financial Group

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

CIBC Asset Management

CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return

TD Asset Management

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Select Equity Group

Select Equity Group New York $18.8B AUM 17.33% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return