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Sargent Bickham Lagudis’s Brookfield Renewable BEP Stock Holding History

Sargent Bickham Lagudis’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
2020
Q4 		– Sell
-8,469
Closed -$297K – 876
2020
Q3 		$297K Buy
+8,469
New +$250K 0.03% 179

Other funds holding BEP

BC
Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return
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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 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

Sargent Bickham Lagudis's BEP Position: Q4 2020 in Review

Sargent Bickham Lagudis sold out of Brookfield Renewable (BEP) in Q4 2020, closing a stake of 8,469 shares — an estimated $297K sold.

Sargent Bickham Lagudis first reported a position in BEP in Q3 2020 and held it in 1 quarter. The position peaked at $297K in Q3 2020. 253 funds tracked by Wall St. Rank hold BEP as of Q4 2020.

  • Sargent Bickham Lagudis reported no remaining Brookfield Renewable position as of Q4 2020 after selling out during the quarter.
  • Sargent Bickham Lagudis sold 8,469 Brookfield Renewable shares in Q4 2020, an estimated $297K.
  • Sargent Bickham Lagudis first reported a position in Brookfield Renewable in Q3 2020 and held it in 1 quarter.
  • Sargent Bickham Lagudis's Brookfield Renewable position peaked at $297K in Q3 2020.
  • 253 funds tracked by Wall St. Rank held Brookfield Renewable as of Q4 2020.

Based on Sargent Bickham Lagudis's 13F filing for Q4 2020, filed 24 May 2021.