Sanford Advisory Services’s Brookfield Renewable BEP Stock Holding History

Sanford Advisory Services’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
2022 Q2	–	Sell	-5,566	Closed	-$229K	–	115
2022 Q1	$229K	Hold	5,566	–	–	0.06%	97
2021 Q4	$200K	Hold	5,566	–	–	0.05%	107
2021 Q3	$205K	Hold	5,566	–	–	0.05%	107
2021 Q2	$215K	Hold	5,566	–	–	0.06%	99
2021 Q1	$238K	Hold	5,566	–	–	0.07%	92
2020 Q4	$240K	Buy	+5,566	New	+$213K	0.08%	86

Other funds holding BEP

Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

Sanford Advisory Services's BEP Position: Q2 2022 in Review

Sanford Advisory Services sold out of Brookfield Renewable (BEP) in Q2 2022, closing a stake of 5,566 shares — an estimated $229K sold.

Sanford Advisory Services first reported a position in BEP in Q4 2020 and held it in 6 quarters. The position peaked at $240K in Q4 2020. 243 funds tracked by Wall St. Rank hold BEP as of Q2 2022.

Sanford Advisory Services reported no remaining Brookfield Renewable position as of Q2 2022 after selling out during the quarter.
Sanford Advisory Services sold 5,566 Brookfield Renewable shares in Q2 2022, an estimated $229K.
Sanford Advisory Services first reported a position in Brookfield Renewable in Q4 2020 and held it in 6 quarters.
Sanford Advisory Services's Brookfield Renewable position peaked at $240K in Q4 2020.
243 funds tracked by Wall St. Rank held Brookfield Renewable as of Q2 2022.

Based on Sanford Advisory Services's 13F filing for Q2 2022, filed 28 Jul 2022.