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Phoenix Financial’s Brookfield Renewable BEP Stock Holding History

Phoenix Financial’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
Q2 		– Sell
-5,805
Closed -$247K – 313
2021
Q1 		$247K Hold
5,805
– – 0.01% 362
2020
Q4 		$250K Sell
5,805
-645
-10% -$24.7K 0.01% 324
2020
Q3 		$213K Buy
+6,450
New +$191K 0.01% 289

Other funds holding BEP

BC
Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 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
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Phoenix Financial's BEP Position: Q2 2021 in Review

Phoenix Financial sold out of Brookfield Renewable (BEP) in Q2 2021, closing a stake of 5,805 shares — an estimated $247K sold.

Phoenix Financial first reported a position in BEP in Q3 2020 and held it in 3 quarters. The position peaked at $250K in Q4 2020. 264 funds tracked by Wall St. Rank hold BEP as of Q2 2021.

  • Phoenix Financial reported no remaining Brookfield Renewable position as of Q2 2021 after selling out during the quarter.
  • Phoenix Financial sold 5,805 Brookfield Renewable shares in Q2 2021, an estimated $247K.
  • Phoenix Financial first reported a position in Brookfield Renewable in Q3 2020 and held it in 3 quarters.
  • Phoenix Financial's Brookfield Renewable position peaked at $250K in Q4 2020.
  • 264 funds tracked by Wall St. Rank held Brookfield Renewable as of Q2 2021.

Based on Phoenix Financial's 13F filing for Q2 2021, filed 10 Aug 2021.