Kings Point Capital Management’s Brookfield Renewable BEP Stock Holding History

Kings Point Capital 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
2022 Q1	$154K	Hold	3,750	–	–	0.01%	224
2021 Q4	$134K	Hold	3,750	–	–	0.01%	265
2021 Q3	$138K	Hold	3,750	–	–	0.01%	237
2021 Q2	$145K	Hold	3,750	–	–	0.01%	232
2021 Q1	$160K	Hold	3,750	–	–	0.02%	216
2020 Q4	$162K	Hold	3,750	–	–	0.02%	205
2020 Q3	$131K	Sell	3,750 -941	-20%	-$27.8K	0.02%	208
2020 Q2	$120K	Hold	4,691	–	–	0.02%	200
2020 Q1	$106K	Buy	4,691 +2,814	+150%	+$71.2K	0.02%	207
2019 Q4	$47K	Hold	1,877	–	–	0.01%	323
2019 Q3	$41K	Hold	1,877	–	–	0.01%	320
2019 Q2	$35K	Hold	1,877	–	–	0.01%	296
2019 Q1	$32K	Hold	1,877	–	–	0.01%	274
2018 Q4	$26K	Sell	1,877 -2,814	-60%	-$42.1K	0.01%	283
2018 Q3	$76K	Hold	4,691	–	–	0.01%	201
2018 Q2	$75K	Hold	4,691	–	–	0.01%	202
2018 Q1	$78K	Hold	4,691	–	–	0.02%	191
2017 Q4	$87K	Buy	+4,691	New	+$84.7K	0.02%	187

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

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 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

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

Kings Point Capital Management's BEP Position: Q1 2022 in Review

Kings Point Capital Management held its Brookfield Renewable (BEP) position steady in Q1 2022 at 3,750 shares worth $154K. The position accounts for 0.01% of the portfolio, ranked #224.

Kings Point Capital Management first reported a position in BEP in Q4 2017 and has held it in 18 quarters since. The position peaked at $162K in Q4 2020. 255 funds tracked by Wall St. Rank hold BEP as of Q1 2022.

Kings Point Capital Management held 3,750 shares of Brookfield Renewable worth $154K as of Q1 2022.
Kings Point Capital Management left its Brookfield Renewable share count unchanged in Q1 2022.
Brookfield Renewable made up 0.01% of Kings Point Capital Management's portfolio in Q1 2022, its #224 holding.
Kings Point Capital Management first reported a position in Brookfield Renewable in Q4 2017 and has held it in 18 quarters since.
Kings Point Capital Management's Brookfield Renewable position peaked at $162K in Q4 2020.
255 funds tracked by Wall St. Rank held Brookfield Renewable as of Q1 2022.

Based on Kings Point Capital Management's 13F filing for Q1 2022, filed 13 May 2022.