Reilly Financial Advisors’s Brookfield Renewable BEP Stock Holding History

Reilly 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 Q4	$2K	Hold	61	–	–	﹤0.01%	966
2021 Q3	$2K	Hold	61	–	–	﹤0.01%	841
2021 Q2	$2K	Hold	61	–	–	﹤0.01%	889
2021 Q1	$3K	Hold	61	–	–	﹤0.01%	850
2020 Q4	$3K	Sell	61 -1	-2%	-$38	﹤0.01%	749
2020 Q3	$2K	Sell	62 -15	-19%	-$443	﹤0.01%	740
2020 Q2	$2K	Hold	77	–	–	﹤0.01%	799
2020 Q1	$2K	Hold	77	–	–	﹤0.01%	768
2019 Q4	$2K	Hold	77	–	–	﹤0.01%	802
2019 Q3	$2K	Buy	+77	New	+$1.51K	﹤0.01%	817

Other funds holding BEP

Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

BCIM

British Columbia Investment Management Victoria, British Columbia, Canada $17B AUM 31.69% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return

Reilly Financial Advisors's BEP Position: Q4 2021 in Review

Reilly Financial Advisors held its Brookfield Renewable (BEP) position steady in Q4 2021 at 61 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #966.

Reilly Financial Advisors first reported a position in BEP in Q3 2019 and has held it in 10 quarters since. The position peaked at $3K in Q1 2021. 252 funds tracked by Wall St. Rank hold BEP as of Q4 2021.

Reilly Financial Advisors held 61 shares of Brookfield Renewable worth $2K as of Q4 2021.
Reilly Financial Advisors left its Brookfield Renewable share count unchanged in Q4 2021.
Brookfield Renewable made up ﹤0.01% of Reilly Financial Advisors's portfolio in Q4 2021, its #966 holding.
Reilly Financial Advisors first reported a position in Brookfield Renewable in Q3 2019 and has held it in 10 quarters since.
Reilly Financial Advisors's Brookfield Renewable position peaked at $3K in Q1 2021.
252 funds tracked by Wall St. Rank held Brookfield Renewable as of Q4 2021.

Based on Reilly Financial Advisors's 13F filing for Q4 2021, filed 25 Jan 2022.