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IAG Wealth Partners’s Brookfield Renewable BEP Stock Holding History

IAG Wealth Partners’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
Q4 		– Sell
-142
Closed -$3.09K – 430
2023
Q3 		$3.09K Buy
+142
New +$3.83K ﹤0.01% 380

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
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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 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
CIM
CCLA Investment Management London, United Kingdom $6.23B AUM

IAG Wealth Partners's BEP Position: Q4 2023 in Review

IAG Wealth Partners sold out of Brookfield Renewable (BEP) in Q4 2023, closing a stake of 142 shares — an estimated $3.09K sold.

IAG Wealth Partners first reported a position in BEP in Q3 2023 and held it in 1 quarter. The position peaked at $3.09K in Q3 2023. 216 funds tracked by Wall St. Rank hold BEP as of Q4 2023.

  • IAG Wealth Partners reported no remaining Brookfield Renewable position as of Q4 2023 after selling out during the quarter.
  • IAG Wealth Partners sold 142 Brookfield Renewable shares in Q4 2023, an estimated $3.09K.
  • IAG Wealth Partners first reported a position in Brookfield Renewable in Q3 2023 and held it in 1 quarter.
  • IAG Wealth Partners's Brookfield Renewable position peaked at $3.09K in Q3 2023.
  • 216 funds tracked by Wall St. Rank held Brookfield Renewable as of Q4 2023.

Based on IAG Wealth Partners's 13F filing for Q4 2023, filed 2 Feb 2024.