PFA
BEP icon

Pathway Financial Advisers’s Brookfield Renewable BEP Stock Holding History

Pathway Financial Advisers’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
2024
Q3 		– Sell
-207
Closed -$5.11K – 420
2024
Q2 		$5.11K Buy
207
+4
+2% +$100 ﹤0.01% 387
2024
Q1 		$4.72K Buy
203
+3
+2% +$73 ﹤0.01% 403
2023
Q4 		$5.27K Buy
200
+3
+2% +$71 ﹤0.01% 405
2023
Q3 		$4.29K Buy
+197
New +$5.31K ﹤0.01% 424
2023
Q1 		$25K Sell
794
-174
-18% -$4.91K 0.01% 286
2022
Q4 		$24.5K Buy
+968
New +$27.6K 0.01% 308

Other funds holding BEP

BC
Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

Pathway Financial Advisers's BEP Position: Q3 2024 in Review

Pathway Financial Advisers sold out of Brookfield Renewable (BEP) in Q3 2024, closing a stake of 207 shares — an estimated $5.11K sold.

Pathway Financial Advisers first reported a position in BEP in Q4 2022 and held it in 6 quarters. The position peaked at $25K in Q1 2023. 219 funds tracked by Wall St. Rank hold BEP as of Q3 2024.

  • Pathway Financial Advisers reported no remaining Brookfield Renewable position as of Q3 2024 after selling out during the quarter.
  • Pathway Financial Advisers sold 207 Brookfield Renewable shares in Q3 2024, an estimated $5.11K.
  • Pathway Financial Advisers first reported a position in Brookfield Renewable in Q4 2022 and held it in 6 quarters.
  • Pathway Financial Advisers's Brookfield Renewable position peaked at $25K in Q1 2023.
  • 219 funds tracked by Wall St. Rank held Brookfield Renewable as of Q3 2024.

Based on Pathway Financial Advisers's 13F filing for Q3 2024, filed 24 Oct 2024.