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Kovack Advisors’s Brookfield Renewable BEP Stock Holding History

Kovack 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
2022
Q3 		– Sell
-6,608
Closed -$230K – 575
2022
Q2 		$230K Buy
6,608
+259
+4% +$9.32K 0.03% 526
2022
Q1 		$260K Sell
6,349
-1,659
-21% -$59.5K 0.03% 563
2021
Q4 		$287K Sell
8,008
-12
-0.1% -$442 0.03% 544
2021
Q3 		$296K Hold
8,020
– – 0.03% 535
2021
Q2 		$309K Buy
8,020
+780
+11% +$30.9K 0.04% 507
2021
Q1 		$308K Buy
7,240
+193
+3% +$8.54K 0.04% 446
2020
Q4 		$304K Buy
7,047
+286
+4% +$11K 0.04% 402
2020
Q3 		$237K Sell
6,761
-1,696
-20% -$50.1K 0.04% 374
2020
Q2 		$216K Sell
8,457
-494
-6% -$12.4K 0.04% 392
2020
Q1 		$203K Buy
+8,951
New +$227K 0.05% 370

Other funds holding BEP

BC
Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 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
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Kovack Advisors's BEP Position: Q3 2022 in Review

Kovack Advisors sold out of Brookfield Renewable (BEP) in Q3 2022, closing a stake of 6,608 shares — an estimated $230K sold.

Kovack Advisors first reported a position in BEP in Q1 2020 and held it in 10 quarters. The position peaked at $309K in Q2 2021. 232 funds tracked by Wall St. Rank hold BEP as of Q3 2022.

  • Kovack Advisors reported no remaining Brookfield Renewable position as of Q3 2022 after selling out during the quarter.
  • Kovack Advisors sold 6,608 Brookfield Renewable shares in Q3 2022, an estimated $230K.
  • Kovack Advisors first reported a position in Brookfield Renewable in Q1 2020 and held it in 10 quarters.
  • Kovack Advisors's Brookfield Renewable position peaked at $309K in Q2 2021.
  • 232 funds tracked by Wall St. Rank held Brookfield Renewable as of Q3 2022.

Based on Kovack Advisors's 13F filing for Q3 2022, filed 14 Nov 2022.