Pathstone Family Office’s Brookfield Renewable BEP Stock Holding History

Pathstone Family Office’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 Q3	$282K	Buy	+12,960	New	+$349K	﹤0.01%	1346

Other funds holding BEP

Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 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

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

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

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

BCIM

British Columbia Investment Management Victoria, British Columbia, Canada $16B AUM 37.57% 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

Pathstone Family Office's BEP Position: Q3 2023 in Review

Pathstone Family Office opened a new position in Brookfield Renewable (BEP) in Q3 2023: 12,960 shares worth $282K. The stake represents ﹤0.01% of the portfolio and ranks #1346 among its holdings.

210 funds tracked by Wall St. Rank hold BEP as of Q3 2023.

Pathstone Family Office held 12,960 shares of Brookfield Renewable worth $282K as of Q3 2023.
Brookfield Renewable was a new Pathstone Family Office position in Q3 2023.
Brookfield Renewable made up ﹤0.01% of Pathstone Family Office's portfolio in Q3 2023, its #1346 holding.
210 funds tracked by Wall St. Rank held Brookfield Renewable as of Q3 2023.

Based on Pathstone Family Office's 13F filing for Q3 2023, filed 8 Nov 2023.