Minot Wealth Management’s Brookfield Renewable BEP Stock Holding History

Minot 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 Q2	$3.46M	Sell	99,400 -700	-0.7%	-$25.2K	0.89%	33
2022 Q1	$4.11M	Sell	100,100 -200	-0.2%	-$7.17K	0.89%	32
2021 Q4	$3.59M	Sell	100,300 -3,400	-3%	-$125K	0.69%	44
2021 Q3	$3.83M	Sell	103,700 -1,750	-2%	-$68K	0.83%	38
2021 Q2	$3.96M	Sell	105,450 -118,930	-53%	-$4.71M	0.86%	35
2021 Q1	$9.56M	Buy	224,380 +185,380	+475%	+$8.21M	2.44%	6
2020 Q4	$1.68M	Buy	+39,000	New	+$1.49M	0.5%	57

Other funds holding BEP

Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

Minot Wealth Management's BEP Position: Q2 2022 in Review

Minot Wealth Management reduced its Brookfield Renewable (BEP) stake by 0.7% in Q2 2022, selling an estimated $25.2K and leaving 99,400 shares worth $3.46M. The position accounts for 0.89% of the portfolio, ranked #33.

Minot Wealth Management first reported a position in BEP in Q4 2020 and has held it in 7 quarters since. The position peaked at $9.56M in Q1 2021. 243 funds tracked by Wall St. Rank hold BEP as of Q2 2022.

Minot Wealth Management held 99,400 shares of Brookfield Renewable worth $3.46M as of Q2 2022.
Minot Wealth Management sold 700 Brookfield Renewable shares in Q2 2022, an estimated $25.2K.
Brookfield Renewable made up 0.89% of Minot Wealth Management's portfolio in Q2 2022, its #33 holding.
Minot Wealth Management first reported a position in Brookfield Renewable in Q4 2020 and has held it in 7 quarters since.
Minot Wealth Management's Brookfield Renewable position peaked at $9.56M in Q1 2021.
243 funds tracked by Wall St. Rank held Brookfield Renewable as of Q2 2022.

Based on Minot Wealth Management's 13F filing for Q2 2022, filed 12 Jul 2022.