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ICA Group Wealth Management’s Brookfield Renewable BEP Stock Holding History

ICA Group Wealth Management’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
Q2 		$372 Hold
15
– – ﹤0.01% 771
2024
Q1 		$348 Hold
15
– – ﹤0.01% 1310
2023
Q4 		$394 Buy
+15
New +$355 ﹤0.01% 1289
2023
Q3 		– Sell
-15
Closed -$442 – 320
2023
Q2 		$442 Hold
15
– – ﹤0.01% 1259
2023
Q1 		$473 Hold
15
– – ﹤0.01% 1202
2022
Q4 		$437 Buy
+15
New +$428 ﹤0.01% 1241

Other funds holding BEP

Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return

ICA Group Wealth Management's BEP Position: Q2 2024 in Review

ICA Group Wealth Management held its Brookfield Renewable (BEP) position steady in Q2 2024 at 15 shares worth $372. The position accounts for ﹤0.01% of the portfolio, ranked #771.

ICA Group Wealth Management first reported a position in BEP in Q4 2022 and has held it in 6 quarters since. The position peaked at $473 in Q1 2023. 214 funds tracked by Wall St. Rank hold BEP as of Q2 2024.

  • ICA Group Wealth Management held 15 shares of Brookfield Renewable worth $372 as of Q2 2024.
  • ICA Group Wealth Management left its Brookfield Renewable share count unchanged in Q2 2024.
  • Brookfield Renewable made up ﹤0.01% of ICA Group Wealth Management's portfolio in Q2 2024, its #771 holding.
  • ICA Group Wealth Management first reported a position in Brookfield Renewable in Q4 2022 and has held it in 6 quarters since.
  • ICA Group Wealth Management's Brookfield Renewable position peaked at $473 in Q1 2023.
  • 214 funds tracked by Wall St. Rank held Brookfield Renewable as of Q2 2024.

Based on ICA Group Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.