Patriot Financial Group Insurance Agency’s Brookfield Renewable BEP Stock Holding History

Patriot Financial Group Insurance Agency’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
2022 Q3	–	Sell	-600	Closed	-$21K	–	553
2022 Q2	$21K	Hold	600	–	–	﹤0.01%	984
2022 Q1	$25K	Hold	600	–	–	﹤0.01%	1000
2021 Q4	$21K	Hold	600	–	–	﹤0.01%	1199
2021 Q3	$22K	Hold	600	–	–	﹤0.01%	1169
2021 Q2	$23K	Hold	600	–	–	﹤0.01%	1113
2021 Q1	$26K	Hold	600	–	–	0.01%	991
2020 Q4	$26K	Hold	600	–	–	0.01%	891
2020 Q3	$21K	Sell	600 -151	-20%	-$4.46K	0.01%	778
2020 Q2	$19K	Buy	+751	New	+$18.9K	0.01%	755

Other funds holding BEP

Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

Patriot Financial Group Insurance Agency's BEP Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of Brookfield Renewable (BEP) in Q3 2022, closing a stake of 600 shares — an estimated $21K sold.

Patriot Financial Group Insurance Agency first reported a position in BEP in Q2 2020 and held it in 9 quarters. The position peaked at $26K in Q1 2021. 232 funds tracked by Wall St. Rank hold BEP as of Q3 2022.

Patriot Financial Group Insurance Agency reported no remaining Brookfield Renewable position as of Q3 2022 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 600 Brookfield Renewable shares in Q3 2022, an estimated $21K.
Patriot Financial Group Insurance Agency first reported a position in Brookfield Renewable in Q2 2020 and held it in 9 quarters.
Patriot Financial Group Insurance Agency's Brookfield Renewable position peaked at $26K in Q1 2021.
232 funds tracked by Wall St. Rank held Brookfield Renewable as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.