Professional Financial Advisors’s Brookfield Renewable BEP Stock Holding History

Professional 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
2022 Q4	–	Sell	-150	Closed	-$5K	–	108
2022 Q3	$5K	Hold	150	–	–	﹤0.01%	357
2022 Q2	$5K	Hold	150	–	–	﹤0.01%	365
2022 Q1	$6K	Hold	150	–	–	﹤0.01%	355
2021 Q4	$5K	Hold	150	–	–	﹤0.01%	373
2021 Q3	$6K	Hold	150	–	–	﹤0.01%	300
2021 Q2	$6K	Hold	150	–	–	﹤0.01%	306
2021 Q1	$6K	Hold	150	–	–	﹤0.01%	273
2020 Q4	$6K	Hold	150	–	–	﹤0.01%	273
2020 Q3	$5K	Buy	+150	New	+$4.43K	﹤0.01%	261

Other funds holding BEP

Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 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 $672B AUM 33.48% 1-Year Est. Return

BCIM

British Columbia Investment Management Victoria, British Columbia, Canada $16B AUM 37.57% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return

Professional Financial Advisors's BEP Position: Q4 2022 in Review

Professional Financial Advisors sold out of Brookfield Renewable (BEP) in Q4 2022, closing a stake of 150 shares — an estimated $5K sold.

Professional Financial Advisors first reported a position in BEP in Q3 2020 and held it in 9 quarters. The position peaked at $6K in Q1 2022. 228 funds tracked by Wall St. Rank hold BEP as of Q4 2022.

Professional Financial Advisors reported no remaining Brookfield Renewable position as of Q4 2022 after selling out during the quarter.
Professional Financial Advisors sold 150 Brookfield Renewable shares in Q4 2022, an estimated $5K.
Professional Financial Advisors first reported a position in Brookfield Renewable in Q3 2020 and held it in 9 quarters.
Professional Financial Advisors's Brookfield Renewable position peaked at $6K in Q1 2022.
228 funds tracked by Wall St. Rank held Brookfield Renewable as of Q4 2022.

Based on Professional Financial Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.