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OneAscent Financial Services’s Brookfield Renewable BEP Stock Holding History

OneAscent Financial Services’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
2020
Q4 		– Sell
-6,905
Closed -$242K – 133
2020
Q3 		$242K Sell
6,905
-13,022
-65% -$385K 0.13% 156
2020
Q2 		$509K Sell
19,927
-3,379
-14% -$84.9K 0.34% 54
2020
Q1 		$528K Buy
+23,306
New +$590K 0.4% 33

Other funds holding BEP

BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return

OneAscent Financial Services's BEP Position: Q4 2020 in Review

OneAscent Financial Services sold out of Brookfield Renewable (BEP) in Q4 2020, closing a stake of 6,905 shares — an estimated $242K sold.

OneAscent Financial Services first reported a position in BEP in Q1 2020 and held it in 3 quarters. The position peaked at $528K in Q1 2020. 253 funds tracked by Wall St. Rank hold BEP as of Q4 2020.

  • OneAscent Financial Services reported no remaining Brookfield Renewable position as of Q4 2020 after selling out during the quarter.
  • OneAscent Financial Services sold 6,905 Brookfield Renewable shares in Q4 2020, an estimated $242K.
  • OneAscent Financial Services first reported a position in Brookfield Renewable in Q1 2020 and held it in 3 quarters.
  • OneAscent Financial Services's Brookfield Renewable position peaked at $528K in Q1 2020.
  • 253 funds tracked by Wall St. Rank held Brookfield Renewable as of Q4 2020.

Based on OneAscent Financial Services's 13F filing for Q4 2020, filed 13 Jan 2021.