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Madison Wealth Management’s Brookfield Renewable BEP Stock Holding History

Madison 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
-19,330
Closed -$713K – 152
2021
Q3 		$713K Buy
+19,330
New +$751K 0.16% 99

Other funds holding BEP

BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
BCIM
British Columbia Investment Management Victoria, British Columbia, Canada $17B AUM 31.69% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return

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

Madison Wealth Management sold out of Brookfield Renewable (BEP) in Q4 2021, closing a stake of 19,330 shares — an estimated $713K sold.

Madison Wealth Management first reported a position in BEP in Q3 2021 and held it in 1 quarter. The position peaked at $713K in Q3 2021. 252 funds tracked by Wall St. Rank hold BEP as of Q4 2021.

  • Madison Wealth Management reported no remaining Brookfield Renewable position as of Q4 2021 after selling out during the quarter.
  • Madison Wealth Management sold 19,330 Brookfield Renewable shares in Q4 2021, an estimated $713K.
  • Madison Wealth Management first reported a position in Brookfield Renewable in Q3 2021 and held it in 1 quarter.
  • Madison Wealth Management's Brookfield Renewable position peaked at $713K in Q3 2021.
  • 252 funds tracked by Wall St. Rank held Brookfield Renewable as of Q4 2021.

Based on Madison Wealth Management's 13F filing for Q4 2021, filed 11 Feb 2022.