Sonora Investment Management’s Brookfield Renewable BEP Stock Holding History

Sonora Investment Management’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 Q3	$17K	Hold	450	–	–	﹤0.01%	663
2021 Q2	$17K	Hold	450	–	–	﹤0.01%	603
2021 Q1	$19K	Hold	450	–	–	﹤0.01%	1007
2020 Q4	$19K	Hold	450	–	–	﹤0.01%	946
2020 Q3	$16K	Sell	450 -113	-20%	-$3.34K	﹤0.01%	985
2020 Q2	$14K	Hold	563	–	–	﹤0.01%	923
2020 Q1	$13K	Hold	563	–	–	﹤0.01%	910
2019 Q4	$14K	Hold	563	–	–	﹤0.01%	1018
2019 Q3	$12K	Hold	563	–	–	﹤0.01%	1065
2019 Q2	$10K	Buy	+563	New	+$9.72K	﹤0.01%	1166

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

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

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

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

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

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

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

BCIM

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

Sonora Investment Management's BEP Position: Q3 2021 in Review

Sonora Investment Management held its Brookfield Renewable (BEP) position steady in Q3 2021 at 450 shares worth $17K. The position accounts for ﹤0.01% of the portfolio, ranked #663.

Sonora Investment Management first reported a position in BEP in Q2 2019 and has held it in 10 quarters since. The position peaked at $19K in Q1 2021. 251 funds tracked by Wall St. Rank hold BEP as of Q3 2021.

Sonora Investment Management held 450 shares of Brookfield Renewable worth $17K as of Q3 2021.
Sonora Investment Management left its Brookfield Renewable share count unchanged in Q3 2021.
Brookfield Renewable made up ﹤0.01% of Sonora Investment Management's portfolio in Q3 2021, its #663 holding.
Sonora Investment Management first reported a position in Brookfield Renewable in Q2 2019 and has held it in 10 quarters since.
Sonora Investment Management's Brookfield Renewable position peaked at $19K in Q1 2021.
251 funds tracked by Wall St. Rank held Brookfield Renewable as of Q3 2021.

Based on Sonora Investment Management's 13F filing for Q3 2021, filed 12 Nov 2021.