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Pallas Capital Advisors’s Brookfield Renewable BEP Stock Holding History

Pallas Capital 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
2021
Q3 		– Sell
-7,781
Closed -$298K – 401
2021
Q2 		$298K Sell
7,781
-277
-3% -$11K 0.04% 249
2021
Q1 		$296K Buy
+8,058
New +$357K 0.07% 156

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return
BCIM
British Columbia Investment Management Victoria, British Columbia, Canada $17B AUM 31.69% 1-Year Est. Return

Pallas Capital Advisors's BEP Position: Q3 2021 in Review

Pallas Capital Advisors sold out of Brookfield Renewable (BEP) in Q3 2021, closing a stake of 7,781 shares — an estimated $298K sold.

Pallas Capital Advisors first reported a position in BEP in Q1 2021 and held it in 2 quarters. The position peaked at $298K in Q2 2021. 251 funds tracked by Wall St. Rank hold BEP as of Q3 2021.

  • Pallas Capital Advisors reported no remaining Brookfield Renewable position as of Q3 2021 after selling out during the quarter.
  • Pallas Capital Advisors sold 7,781 Brookfield Renewable shares in Q3 2021, an estimated $298K.
  • Pallas Capital Advisors first reported a position in Brookfield Renewable in Q1 2021 and held it in 2 quarters.
  • Pallas Capital Advisors's Brookfield Renewable position peaked at $298K in Q2 2021.
  • 251 funds tracked by Wall St. Rank held Brookfield Renewable as of Q3 2021.

Based on Pallas Capital Advisors's 13F filing for Q3 2021, filed 12 Nov 2021.