Optimum Investment Advisors’s Brookfield Renewable BEP Stock Holding History

Optimum Investment 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
2023 Q4	–	Sell	-1,100	Closed	-$23.9K	–	653
2023 Q3	$23.9K	Hold	1,100	–	–	0.01%	445
2023 Q2	$32.4K	Hold	1,100	–	–	0.02%	418
2023 Q1	$34.7K	Hold	1,100	–	–	0.02%	416
2022 Q4	$27.9K	Sell	1,100 -3,000	-73%	-$85.6K	0.02%	447
2022 Q3	$128K	Hold	4,100	–	–	0.07%	235
2022 Q2	$143K	Hold	4,100	–	–	0.07%	234
2022 Q1	$168K	Buy	4,100 +500	+14%	+$17.9K	0.07%	236
2021 Q4	$129K	Hold	3,600	–	–	0.05%	302
2021 Q3	$133K	Hold	3,600	–	–	0.06%	293
2021 Q2	$139K	Hold	3,600	–	–	0.04%	327
2021 Q1	$153K	Hold	3,600	–	–	0.04%	307
2020 Q4	$155K	Hold	3,600	–	–	0.05%	287
2020 Q3	$126K	Buy	3,600 +973	+37%	+$28.7K	0.04%	298
2020 Q2	$67K	Buy	+2,627	New	+$66K	0.02%	384

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

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

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

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

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

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

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

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

CIM

CCLA Investment Management London, United Kingdom $6.23B AUM

Optimum Investment Advisors's BEP Position: Q4 2023 in Review

Optimum Investment Advisors sold out of Brookfield Renewable (BEP) in Q4 2023, closing a stake of 1,100 shares — an estimated $23.9K sold.

Optimum Investment Advisors first reported a position in BEP in Q2 2020 and held it in 14 quarters. The position peaked at $168K in Q1 2022. 216 funds tracked by Wall St. Rank hold BEP as of Q4 2023.

Optimum Investment Advisors reported no remaining Brookfield Renewable position as of Q4 2023 after selling out during the quarter.
Optimum Investment Advisors sold 1,100 Brookfield Renewable shares in Q4 2023, an estimated $23.9K.
Optimum Investment Advisors first reported a position in Brookfield Renewable in Q2 2020 and held it in 14 quarters.
Optimum Investment Advisors's Brookfield Renewable position peaked at $168K in Q1 2022.
216 funds tracked by Wall St. Rank held Brookfield Renewable as of Q4 2023.

Based on Optimum Investment Advisors's 13F filing for Q4 2023, filed 8 Jan 2024.