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IFS Advisors’s Brookfield Renewable BEP Stock Holding History

IFS Advisors’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
Q1 		– Sell
-375
Closed -$10.6K – 127
2022
Q4 		$9.5K Hold
375
– – 0.02% 56
2022
Q3 		$11K Hold
375
– – 0.02% 43
2022
Q2 		$13K Hold
375
– – 0.03% 41
2022
Q1 		$15K Hold
375
– – 0.01% 46
2021
Q4 		$13K Buy
+375
New +$13.8K 0.01% 64
2021
Q1 		– Sell
-375
Closed -$16K – 36
2020
Q4 		$16K Buy
+375
New +$14.4K 0.01% 77

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
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
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

IFS Advisors's BEP Position: Q1 2023 in Review

IFS Advisors sold out of Brookfield Renewable (BEP) in Q1 2023, closing a stake of 375 shares — an estimated $10.6K sold.

IFS Advisors first reported a position in BEP in Q4 2020 and held it in 6 quarters. The position peaked at $16K in Q4 2020. 240 funds tracked by Wall St. Rank hold BEP as of Q1 2023.

  • IFS Advisors reported no remaining Brookfield Renewable position as of Q1 2023 after selling out during the quarter.
  • IFS Advisors sold 375 Brookfield Renewable shares in Q1 2023, an estimated $10.6K.
  • IFS Advisors first reported a position in Brookfield Renewable in Q4 2020 and held it in 6 quarters.
  • IFS Advisors's Brookfield Renewable position peaked at $16K in Q4 2020.
  • 240 funds tracked by Wall St. Rank held Brookfield Renewable as of Q1 2023.

Based on IFS Advisors's 13F filing for Q1 2023, filed 2 May 2023.