JTC Employer Solutions Trustee’s Brookfield Renewable BEP Stock Holding History

JTC Employer Solutions Trustee’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 Q4	–	Sell	-688	Closed	-$22K	–	398
2022 Q3	$22K	Hold	688	–	–	﹤0.01%	257
2022 Q2	$24K	Hold	688	–	–	﹤0.01%	228
2022 Q1	$28K	Hold	688	–	–	﹤0.01%	232
2021 Q4	$24K	Buy	688 +5	+0.7%	+$184	﹤0.01%	240
2021 Q3	$25K	Buy	683 +5	+0.7%	+$194	﹤0.01%	246
2021 Q2	$26K	Buy	+678	New	+$26.8K	﹤0.01%	237

Other funds holding BEP

Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

BCIM

British Columbia Investment Management Victoria, British Columbia, Canada $16B AUM 37.57% 1-Year Est. Return

CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return

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

JTC Employer Solutions Trustee's BEP Position: Q4 2022 in Review

JTC Employer Solutions Trustee sold out of Brookfield Renewable (BEP) in Q4 2022, closing a stake of 688 shares — an estimated $22K sold.

JTC Employer Solutions Trustee first reported a position in BEP in Q2 2021 and held it in 6 quarters. The position peaked at $28K in Q1 2022. 228 funds tracked by Wall St. Rank hold BEP as of Q4 2022.

JTC Employer Solutions Trustee reported no remaining Brookfield Renewable position as of Q4 2022 after selling out during the quarter.
JTC Employer Solutions Trustee sold 688 Brookfield Renewable shares in Q4 2022, an estimated $22K.
JTC Employer Solutions Trustee first reported a position in Brookfield Renewable in Q2 2021 and held it in 6 quarters.
JTC Employer Solutions Trustee's Brookfield Renewable position peaked at $28K in Q1 2022.
228 funds tracked by Wall St. Rank held Brookfield Renewable as of Q4 2022.

Based on JTC Employer Solutions Trustee's 13F filing for Q4 2022, filed 18 Jan 2023.