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Northwest Financial Advisors’s Brookfield Renewable BEP Stock Holding History

Northwest Financial Advisors’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
2024
Q4 		– Sell
-1,817
Closed -$51.2K – 154
2024
Q3 		$51.2K Buy
+1,817
New +$45.7K 0.04% 223
2024
Q1 		– Sell
-2,479
Closed -$65.1K – 132
2023
Q4 		$65.1K Buy
+2,479
New +$58.7K 0.06% 182

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
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
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
SC
Scotia Capital Toronto, Ontario, Canada $26.8B AUM 33.07% 1-Year Est. Return

Northwest Financial Advisors's BEP Position: Q4 2024 in Review

Northwest Financial Advisors sold out of Brookfield Renewable (BEP) in Q4 2024, closing a stake of 1,817 shares — an estimated $51.2K sold.

Northwest Financial Advisors first reported a position in BEP in Q4 2023 and held it in 2 quarters. The position peaked at $65.1K in Q4 2023. 219 funds tracked by Wall St. Rank hold BEP as of Q4 2024.

  • Northwest Financial Advisors reported no remaining Brookfield Renewable position as of Q4 2024 after selling out during the quarter.
  • Northwest Financial Advisors sold 1,817 Brookfield Renewable shares in Q4 2024, an estimated $51.2K.
  • Northwest Financial Advisors first reported a position in Brookfield Renewable in Q4 2023 and held it in 2 quarters.
  • Northwest Financial Advisors's Brookfield Renewable position peaked at $65.1K in Q4 2023.
  • 219 funds tracked by Wall St. Rank held Brookfield Renewable as of Q4 2024.

Based on Northwest Financial Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.