Lenox Wealth Advisors’s Brookfield Renewable BEP Stock Holding History

Lenox Wealth 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 Q1	$64K	Hold	1,597	–	–	0.01%	221
2021 Q4	$57K	Hold	1,597	–	–	0.01%	239
2021 Q3	$59K	Hold	1,597	–	–	0.01%	213
2021 Q2	$62K	Hold	1,597	–	–	0.01%	208
2021 Q1	$68K	Hold	1,597	–	–	0.01%	153
2020 Q4	$69K	Sell	1,597 -1	-0.1%	-$38	0.01%	153
2020 Q3	$56K	Sell	1,598 -400	-20%	-$11.8K	0.01%	155
2020 Q2	$51K	Hold	1,998	–	–	0.01%	159
2020 Q1	$45K	Hold	1,998	–	–	0.01%	148
2019 Q4	$50K	Hold	1,998	–	–	0.01%	176
2019 Q3	$43K	Buy	+1,998	New	+$39.1K	0.01%	170

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

Lenox Wealth Advisors's BEP Position: Q1 2022 in Review

Lenox Wealth Advisors held its Brookfield Renewable (BEP) position steady in Q1 2022 at 1,597 shares worth $64K. The position accounts for 0.01% of the portfolio, ranked #221.

Lenox Wealth Advisors first reported a position in BEP in Q3 2019 and has held it in 11 quarters since. The position peaked at $69K in Q4 2020. 255 funds tracked by Wall St. Rank hold BEP as of Q1 2022.

Lenox Wealth Advisors held 1,597 shares of Brookfield Renewable worth $64K as of Q1 2022.
Lenox Wealth Advisors left its Brookfield Renewable share count unchanged in Q1 2022.
Brookfield Renewable made up 0.01% of Lenox Wealth Advisors's portfolio in Q1 2022, its #221 holding.
Lenox Wealth Advisors first reported a position in Brookfield Renewable in Q3 2019 and has held it in 11 quarters since.
Lenox Wealth Advisors's Brookfield Renewable position peaked at $69K in Q4 2020.
255 funds tracked by Wall St. Rank held Brookfield Renewable as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.