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Meridian Wealth Management’s Brookfield Renewable BEP Stock Holding History

Meridian 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
2022
Q4 		– Sell
-6,394
Closed -$200K – 529
2022
Q3 		$200K Buy
6,394
+50
+0.8% +$1.85K 0.02% 456
2022
Q2 		$221K Buy
+6,344
New +$228K 0.02% 499

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
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
BCIM
British Columbia Investment Management Victoria, British Columbia, Canada $16B AUM 37.57% 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

Meridian Wealth Management's BEP Position: Q4 2022 in Review

Meridian Wealth Management sold out of Brookfield Renewable (BEP) in Q4 2022, closing a stake of 6,394 shares — an estimated $200K sold.

Meridian Wealth Management first reported a position in BEP in Q2 2022 and held it in 2 quarters. The position peaked at $221K in Q2 2022. 228 funds tracked by Wall St. Rank hold BEP as of Q4 2022.

  • Meridian Wealth Management reported no remaining Brookfield Renewable position as of Q4 2022 after selling out during the quarter.
  • Meridian Wealth Management sold 6,394 Brookfield Renewable shares in Q4 2022, an estimated $200K.
  • Meridian Wealth Management first reported a position in Brookfield Renewable in Q2 2022 and held it in 2 quarters.
  • Meridian Wealth Management's Brookfield Renewable position peaked at $221K in Q2 2022.
  • 228 funds tracked by Wall St. Rank held Brookfield Renewable as of Q4 2022.

Based on Meridian Wealth Management's 13F filing for Q4 2022, filed 14 Feb 2023.