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Modera Wealth Management’s Brookfield Renewable BEP Stock Holding History

Modera 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
2023
Q3 		– Sell
-9,284
Closed -$274K – 551
2023
Q2 		$274K Buy
+9,284
New +$286K 0.01% 477

Other funds holding BEP

BC
Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 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
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 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
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
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Modera Wealth Management's BEP Position: Q3 2023 in Review

Modera Wealth Management sold out of Brookfield Renewable (BEP) in Q3 2023, closing a stake of 9,284 shares — an estimated $274K sold.

Modera Wealth Management first reported a position in BEP in Q2 2023 and held it in 1 quarter. The position peaked at $274K in Q2 2023. 210 funds tracked by Wall St. Rank hold BEP as of Q3 2023.

  • Modera Wealth Management reported no remaining Brookfield Renewable position as of Q3 2023 after selling out during the quarter.
  • Modera Wealth Management sold 9,284 Brookfield Renewable shares in Q3 2023, an estimated $274K.
  • Modera Wealth Management first reported a position in Brookfield Renewable in Q2 2023 and held it in 1 quarter.
  • Modera Wealth Management's Brookfield Renewable position peaked at $274K in Q2 2023.
  • 210 funds tracked by Wall St. Rank held Brookfield Renewable as of Q3 2023.

Based on Modera Wealth Management's 13F filing for Q3 2023, filed 1 Nov 2023.