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Mark Sheptoff Financial Planning’s Brookfield Renewable BEP Stock Holding History

Mark Sheptoff Financial Planning’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
Q2 		– Sell
-200
Closed -$9K – 414
2021
Q1 		$9K Buy
+200
New +$8.86K 0.01% 291

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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 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
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Mark Sheptoff Financial Planning's BEP Position: Q2 2021 in Review

Mark Sheptoff Financial Planning sold out of Brookfield Renewable (BEP) in Q2 2021, closing a stake of 200 shares — an estimated $9K sold.

Mark Sheptoff Financial Planning first reported a position in BEP in Q1 2021 and held it in 1 quarter. The position peaked at $9K in Q1 2021. 264 funds tracked by Wall St. Rank hold BEP as of Q2 2021.

  • Mark Sheptoff Financial Planning reported no remaining Brookfield Renewable position as of Q2 2021 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 200 Brookfield Renewable shares in Q2 2021, an estimated $9K.
  • Mark Sheptoff Financial Planning first reported a position in Brookfield Renewable in Q1 2021 and held it in 1 quarter.
  • Mark Sheptoff Financial Planning's Brookfield Renewable position peaked at $9K in Q1 2021.
  • 264 funds tracked by Wall St. Rank held Brookfield Renewable as of Q2 2021.

Based on Mark Sheptoff Financial Planning's 13F filing for Q2 2021, filed 12 Aug 2021.