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Raymond James Financial Services Advisors’s Brookfield Renewable BEP Stock Holding History

Raymond James Financial Services 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
2024
Q3 		$1.37M Buy
48,629
+261
+0.5% +$6.56K ﹤0.01% 1955
2024
Q2 		$1.2M Buy
48,368
+1,125
+2% +$28K ﹤0.01% 1979
2024
Q1 		$1.1M Buy
47,243
+3,203
+7% +$77.8K ﹤0.01% 2000
2023
Q4 		$1.16M Sell
44,040
-996
-2% -$23.6K ﹤0.01% 1902
2023
Q3 		$979K Sell
45,036
-1,111
-2% -$29.9K ﹤0.01% 1923
2023
Q2 		$1.36M Buy
46,147
+190
+0.4% +$5.84K ﹤0.01% 1755
2023
Q1 		$1.45M Buy
45,957
+1,232
+3% +$34.7K ﹤0.01% 1675
2022
Q4 		$1.13M Sell
44,725
-739
-2% -$21.1K ﹤0.01% 1759
2022
Q3 		$1.42M Buy
45,464
+161
+0.4% +$5.95K ﹤0.01% 1617
2022
Q2 		$1.58M Buy
45,303
+173
+0.4% +$6.23K ﹤0.01% 1580
2022
Q1 		$1.85M Buy
45,130
+453
+1% +$16.2K ﹤0.01% 1546
2021
Q4 		$1.6M Sell
44,677
-2,304
-5% -$84.9K ﹤0.01% 1686
2021
Q3 		$1.73M Sell
46,981
-3,210
-6% -$125K ﹤0.01% 1576
2021
Q2 		$1.94M Sell
50,191
-4,963
-9% -$196K ﹤0.01% 1485
2021
Q1 		$2.35M Buy
55,154
+1,143
+2% +$50.6K 0.01% 1299
2020
Q4 		$2.33M Buy
54,011
+2,826
+6% +$108K 0.01% 1206
2020
Q3 		$1.79M Buy
51,185
+25,768
+101% +$761K 0.01% 1226
2020
Q2 		$649K Buy
25,417
+2,935
+13% +$73.7K ﹤0.01% 1750
2020
Q1 		$504K Buy
22,482
+6,444
+40% +$163K ﹤0.01% 1549
2019
Q4 		$396K Buy
16,038
+4,287
+36% +$101K ﹤0.01% 2127
2019
Q3 		$254K Buy
+11,751
New +$230K ﹤0.01% 2347

Other funds holding BEP

BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

Raymond James Financial Services Advisors's BEP Position: Q3 2024 in Review

Raymond James Financial Services Advisors increased its Brookfield Renewable (BEP) stake by 0.54% in Q3 2024, buying an estimated $6.56K and bringing the position to 48,629 shares worth $1.37M. The position accounts for ﹤0.01% of the portfolio, ranked #1955.

Raymond James Financial Services Advisors first reported a position in BEP in Q3 2019 and has held it in 21 quarters since. The position peaked at $2.35M in Q1 2021. 219 funds tracked by Wall St. Rank hold BEP as of Q3 2024.

  • Raymond James Financial Services Advisors held 48,629 shares of Brookfield Renewable worth $1.37M as of Q3 2024.
  • Raymond James Financial Services Advisors bought 261 Brookfield Renewable shares in Q3 2024, an estimated $6.56K.
  • Brookfield Renewable made up ﹤0.01% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #1955 holding.
  • Raymond James Financial Services Advisors first reported a position in Brookfield Renewable in Q3 2019 and has held it in 21 quarters since.
  • Raymond James Financial Services Advisors's Brookfield Renewable position peaked at $2.35M in Q1 2021.
  • 219 funds tracked by Wall St. Rank held Brookfield Renewable as of Q3 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.