Institutional & Family Asset Management’s Brookfield Renewable BEP Stock Holding History

Institutional & Family Asset 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
2021 Q4	–	Sell	-750	Closed	-$28K	–	805
2021 Q3	$28K	Hold	750	–	–	﹤0.01%	413
2021 Q2	$29K	Hold	750	–	–	﹤0.01%	424
2021 Q1	$32K	Hold	750	–	–	0.01%	426
2020 Q4	$32K	Hold	750	–	–	0.01%	381
2020 Q3	$26K	Buy	750 +65	+9%	+$1.92K	0.01%	366
2020 Q2	$17K	Buy	685 +9	+1%	+$226	﹤0.01%	408
2020 Q1	$15K	Buy	676 +301	+80%	+$7.62K	﹤0.01%	404
2019 Q4	$9K	Sell	375 -132	-26%	-$3.12K	﹤0.01%	514
2019 Q3	$11K	Buy	+507	New	+$9.92K	﹤0.01%	459

Other funds holding BEP

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

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

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

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

BCIM

British Columbia Investment Management Victoria, British Columbia, Canada $17B AUM 31.69% 1-Year Est. Return

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

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

Institutional & Family Asset Management's BEP Position: Q4 2021 in Review

Institutional & Family Asset Management sold out of Brookfield Renewable (BEP) in Q4 2021, closing a stake of 750 shares — an estimated $28K sold.

Institutional & Family Asset Management first reported a position in BEP in Q3 2019 and held it in 9 quarters. The position peaked at $32K in Q1 2021. 252 funds tracked by Wall St. Rank hold BEP as of Q4 2021.

Institutional & Family Asset Management reported no remaining Brookfield Renewable position as of Q4 2021 after selling out during the quarter.
Institutional & Family Asset Management sold 750 Brookfield Renewable shares in Q4 2021, an estimated $28K.
Institutional & Family Asset Management first reported a position in Brookfield Renewable in Q3 2019 and held it in 9 quarters.
Institutional & Family Asset Management's Brookfield Renewable position peaked at $32K in Q1 2021.
252 funds tracked by Wall St. Rank held Brookfield Renewable as of Q4 2021.

Based on Institutional & Family Asset Management's 13F filing for Q4 2021, filed 14 Feb 2022.