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Salomon & Ludwin’s Brookfield Renewable BEP Stock Holding History

Salomon & Ludwin’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
Q2 		– Sell
-165
Closed -$3.83K – 738
2024
Q1 		$3.83K Hold
165
– – ﹤0.01% 663
2023
Q4 		$3.59K Hold
165
– – ﹤0.01% 613
2023
Q3 		$3.59K Buy
+165
New +$4.44K ﹤0.01% 611

Other funds holding BEP

Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 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
BC
Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 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
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $52.8B AUM 58.98% 1-Year Est. Return

Salomon & Ludwin's BEP Position: Q2 2024 in Review

Salomon & Ludwin sold out of Brookfield Renewable (BEP) in Q2 2024, closing a stake of 165 shares — an estimated $3.83K sold.

Salomon & Ludwin first reported a position in BEP in Q3 2023 and held it in 3 quarters. The position peaked at $3.83K in Q1 2024. 214 funds tracked by Wall St. Rank hold BEP as of Q2 2024.

  • Salomon & Ludwin reported no remaining Brookfield Renewable position as of Q2 2024 after selling out during the quarter.
  • Salomon & Ludwin sold 165 Brookfield Renewable shares in Q2 2024, an estimated $3.83K.
  • Salomon & Ludwin first reported a position in Brookfield Renewable in Q3 2023 and held it in 3 quarters.
  • Salomon & Ludwin's Brookfield Renewable position peaked at $3.83K in Q1 2024.
  • 214 funds tracked by Wall St. Rank held Brookfield Renewable as of Q2 2024.

Based on Salomon & Ludwin's 13F filing for Q2 2024, filed 25 Jul 2024.