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Redwood Wealth Management Group’s Brookfield Renewable BEP Stock Holding History

Redwood Wealth Management Group’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 		– Sell
-350
Closed -$8.67K – 262
2024
Q2 		$8.67K Buy
+350
New +$8.71K 0.01% 626

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
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 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
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 $304B AUM 35.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

Redwood Wealth Management Group's BEP Position: Q3 2024 in Review

Redwood Wealth Management Group sold out of Brookfield Renewable (BEP) in Q3 2024, closing a stake of 350 shares — an estimated $8.67K sold.

Redwood Wealth Management Group first reported a position in BEP in Q2 2024 and held it in 1 quarter. The position peaked at $8.67K in Q2 2024. 219 funds tracked by Wall St. Rank hold BEP as of Q3 2024.

  • Redwood Wealth Management Group reported no remaining Brookfield Renewable position as of Q3 2024 after selling out during the quarter.
  • Redwood Wealth Management Group sold 350 Brookfield Renewable shares in Q3 2024, an estimated $8.67K.
  • Redwood Wealth Management Group first reported a position in Brookfield Renewable in Q2 2024 and held it in 1 quarter.
  • Redwood Wealth Management Group's Brookfield Renewable position peaked at $8.67K in Q2 2024.
  • 219 funds tracked by Wall St. Rank held Brookfield Renewable as of Q3 2024.

Based on Redwood Wealth Management Group's 13F filing for Q3 2024, filed 13 Nov 2024.