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Lakewood Asset Management’s Brookfield Renewable BEP Stock Holding History

Lakewood 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
2023
Q1 		– Sell
-1,054
Closed -$27K – 122
2022
Q4 		$27K Buy
+1,054
New +$30.1K 0.02% 217

Other funds holding BEP

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

Lakewood Asset Management's BEP Position: Q1 2023 in Review

Lakewood Asset Management sold out of Brookfield Renewable (BEP) in Q1 2023, closing a stake of 1,054 shares — an estimated $27K sold.

Lakewood Asset Management first reported a position in BEP in Q4 2022 and held it in 1 quarter. The position peaked at $27K in Q4 2022. 240 funds tracked by Wall St. Rank hold BEP as of Q1 2023.

  • Lakewood Asset Management reported no remaining Brookfield Renewable position as of Q1 2023 after selling out during the quarter.
  • Lakewood Asset Management sold 1,054 Brookfield Renewable shares in Q1 2023, an estimated $27K.
  • Lakewood Asset Management first reported a position in Brookfield Renewable in Q4 2022 and held it in 1 quarter.
  • Lakewood Asset Management's Brookfield Renewable position peaked at $27K in Q4 2022.
  • 240 funds tracked by Wall St. Rank held Brookfield Renewable as of Q1 2023.

Based on Lakewood Asset Management's 13F filing for Q1 2023, filed 13 Apr 2023.