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PCA Investment Advisory Services’s Brookfield Renewable BEP Stock Holding History

PCA Investment Advisory Services’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 		– Sell
-3,045
Closed -$89.8K – 133
2023
Q2 		$89.8K Buy
+3,045
New +$93.7K 0.05% 208

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
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Principal Financial Group
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
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

PCA Investment Advisory Services's BEP Position: Q3 2023 in Review

PCA Investment Advisory Services sold out of Brookfield Renewable (BEP) in Q3 2023, closing a stake of 3,045 shares — an estimated $89.8K sold.

PCA Investment Advisory Services first reported a position in BEP in Q2 2023 and held it in 1 quarter. The position peaked at $89.8K in Q2 2023. 210 funds tracked by Wall St. Rank hold BEP as of Q3 2023.

  • PCA Investment Advisory Services reported no remaining Brookfield Renewable position as of Q3 2023 after selling out during the quarter.
  • PCA Investment Advisory Services sold 3,045 Brookfield Renewable shares in Q3 2023, an estimated $89.8K.
  • PCA Investment Advisory Services first reported a position in Brookfield Renewable in Q2 2023 and held it in 1 quarter.
  • PCA Investment Advisory Services's Brookfield Renewable position peaked at $89.8K in Q2 2023.
  • 210 funds tracked by Wall St. Rank held Brookfield Renewable as of Q3 2023.

Based on PCA Investment Advisory Services's 13F filing for Q3 2023, filed 13 Nov 2023.