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OTA Financial Group’s Brookfield Renewable BEP Stock Holding History

OTA Financial Group’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
Q2 		– Sell
-18,094
Closed -$570K – 10
2023
Q1 		$570K Buy
+18,094
New +$510K 0.5% 20

Other funds holding BEP

BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
BCIM
British Columbia Investment Management Victoria, British Columbia, Canada $17B AUM 31.69% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

OTA Financial Group's BEP Position: Q2 2023 in Review

OTA Financial Group sold out of Brookfield Renewable (BEP) in Q2 2023, closing a stake of 18,094 shares — an estimated $570K sold.

OTA Financial Group first reported a position in BEP in Q1 2023 and held it in 1 quarter. The position peaked at $570K in Q1 2023. 218 funds tracked by Wall St. Rank hold BEP as of Q2 2023.

  • OTA Financial Group reported no remaining Brookfield Renewable position as of Q2 2023 after selling out during the quarter.
  • OTA Financial Group sold 18,094 Brookfield Renewable shares in Q2 2023, an estimated $570K.
  • OTA Financial Group first reported a position in Brookfield Renewable in Q1 2023 and held it in 1 quarter.
  • OTA Financial Group's Brookfield Renewable position peaked at $570K in Q1 2023.
  • 218 funds tracked by Wall St. Rank held Brookfield Renewable as of Q2 2023.

Based on OTA Financial Group's 13F filing for Q2 2023, filed 17 Aug 2023.