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Laurie J. Hall Trustee’s Brookfield Renewable BEP Stock Holding History

Laurie J. Hall 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
2023
Q4 		– Sell
-1,825
Closed -$40K – 259
2023
Q3 		$40K Sell
1,825
-1,025
-36% -$27.6K 0.02% 178
2023
Q2 		$84K Buy
2,850
+600
+27% +$18.5K 0.03% 146
2023
Q1 		$71K Buy
+2,250
New +$63.5K 0.03% 156

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
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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
CIM
CCLA Investment Management London, United Kingdom $6.23B AUM

Laurie J. Hall Trustee's BEP Position: Q4 2023 in Review

Laurie J. Hall Trustee sold out of Brookfield Renewable (BEP) in Q4 2023, closing a stake of 1,825 shares — an estimated $40K sold.

Laurie J. Hall Trustee first reported a position in BEP in Q1 2023 and held it in 3 quarters. The position peaked at $84K in Q2 2023. 216 funds tracked by Wall St. Rank hold BEP as of Q4 2023.

  • Laurie J. Hall Trustee reported no remaining Brookfield Renewable position as of Q4 2023 after selling out during the quarter.
  • Laurie J. Hall Trustee sold 1,825 Brookfield Renewable shares in Q4 2023, an estimated $40K.
  • Laurie J. Hall Trustee first reported a position in Brookfield Renewable in Q1 2023 and held it in 3 quarters.
  • Laurie J. Hall Trustee's Brookfield Renewable position peaked at $84K in Q2 2023.
  • 216 funds tracked by Wall St. Rank held Brookfield Renewable as of Q4 2023.

Based on Laurie J. Hall Trustee's 13F filing for Q4 2023, filed 11 Jan 2024.