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Safeguard Investment Advisory Group’s Brookfield Renewable BEP Stock Holding History

Safeguard Investment Advisory 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
2021
Q1 		– Sell
-7
Closed – – 137
2020
Q4 		$0 Buy
+7
New +$268 ﹤0.01% 716

Other funds holding BEP

BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

Safeguard Investment Advisory Group's BEP Position: Q1 2021 in Review

Safeguard Investment Advisory Group sold out of Brookfield Renewable (BEP) in Q1 2021, closing a stake of 7 shares.

Safeguard Investment Advisory Group first reported a position in BEP in Q4 2020 and held it in 1 quarter. The position peaked at $0 in Q4 2020. 263 funds tracked by Wall St. Rank hold BEP as of Q1 2021.

  • Safeguard Investment Advisory Group reported no remaining Brookfield Renewable position as of Q1 2021 after selling out during the quarter.
  • Safeguard Investment Advisory Group sold 7 Brookfield Renewable shares in Q1 2021.
  • Safeguard Investment Advisory Group first reported a position in Brookfield Renewable in Q4 2020 and held it in 1 quarter.
  • Safeguard Investment Advisory Group's Brookfield Renewable position peaked at $0 in Q4 2020.
  • 263 funds tracked by Wall St. Rank held Brookfield Renewable as of Q1 2021.

Based on Safeguard Investment Advisory Group's 13F filing for Q1 2021, filed 10 May 2021.