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Plante Moran Financial Advisors’s Brookfield Renewable BEP Stock Holding History

Plante Moran Financial Advisors’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
Q3 		– Sell
-142
Closed -$5K – 925
2021
Q2 		$5K Hold
142
– – ﹤0.01% 775
2021
Q1 		$6K Sell
142
-30
-17% -$1.33K ﹤0.01% 736
2020
Q4 		$7K Sell
172
-1
-0.6% -$38 ﹤0.01% 662
2020
Q3 		$6K Sell
173
-43
-20% -$1.27K ﹤0.01% 662
2020
Q2 		$6K Buy
+216
New +$5.42K ﹤0.01% 569

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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return
BCIM
British Columbia Investment Management Victoria, British Columbia, Canada $16B AUM 37.57% 1-Year Est. Return

Plante Moran Financial Advisors's BEP Position: Q3 2021 in Review

Plante Moran Financial Advisors sold out of Brookfield Renewable (BEP) in Q3 2021, closing a stake of 142 shares — an estimated $5K sold.

Plante Moran Financial Advisors first reported a position in BEP in Q2 2020 and held it in 5 quarters. The position peaked at $7K in Q4 2020. 251 funds tracked by Wall St. Rank hold BEP as of Q3 2021.

  • Plante Moran Financial Advisors reported no remaining Brookfield Renewable position as of Q3 2021 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 142 Brookfield Renewable shares in Q3 2021, an estimated $5K.
  • Plante Moran Financial Advisors first reported a position in Brookfield Renewable in Q2 2020 and held it in 5 quarters.
  • Plante Moran Financial Advisors's Brookfield Renewable position peaked at $7K in Q4 2020.
  • 251 funds tracked by Wall St. Rank held Brookfield Renewable as of Q3 2021.

Based on Plante Moran Financial Advisors's 13F filing for Q3 2021, filed 8 Nov 2021.