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Laidlaw Wealth Management’s Brookfield Renewable BEP Stock Holding History

Laidlaw Wealth 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
-11,975
Closed -$442K – 392
2021
Q3 		$442K Sell
11,975
-2,000
-14% -$77.7K 0.11% 164
2021
Q2 		$539K Sell
13,975
-325
-2% -$12.9K 0.14% 140
2021
Q1 		$609K Buy
14,300
+3,834
+37% +$170K 0.21% 108
2020
Q4 		$452K Buy
+10,466
New +$401K 0.1% 206

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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
BCIM
British Columbia Investment Management Victoria, British Columbia, Canada $16B AUM 37.57% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return

Laidlaw Wealth Management's BEP Position: Q4 2021 in Review

Laidlaw Wealth Management sold out of Brookfield Renewable (BEP) in Q4 2021, closing a stake of 11,975 shares — an estimated $442K sold.

Laidlaw Wealth Management first reported a position in BEP in Q4 2020 and held it in 4 quarters. The position peaked at $609K in Q1 2021. 252 funds tracked by Wall St. Rank hold BEP as of Q4 2021.

  • Laidlaw Wealth Management reported no remaining Brookfield Renewable position as of Q4 2021 after selling out during the quarter.
  • Laidlaw Wealth Management sold 11,975 Brookfield Renewable shares in Q4 2021, an estimated $442K.
  • Laidlaw Wealth Management first reported a position in Brookfield Renewable in Q4 2020 and held it in 4 quarters.
  • Laidlaw Wealth Management's Brookfield Renewable position peaked at $609K in Q1 2021.
  • 252 funds tracked by Wall St. Rank held Brookfield Renewable as of Q4 2021.

Based on Laidlaw Wealth Management's 13F filing for Q4 2021, filed 14 Feb 2022.