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Sound Income Strategies’s Brookfield Renewable BEP Stock Holding History

Sound Income Strategies’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
2023
Q4 		– Sell
-20
Closed -$435 – 1328
2023
Q3 		$435 Hold
20
– – ﹤0.01% 1078
2023
Q2 		$590 Buy
+20
New +$615 ﹤0.01% 1023

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Sound Income Strategies's BEP Position: Q4 2023 in Review

Sound Income Strategies sold out of Brookfield Renewable (BEP) in Q4 2023, closing a stake of 20 shares — an estimated $435 sold.

Sound Income Strategies first reported a position in BEP in Q2 2023 and held it in 2 quarters. The position peaked at $590 in Q2 2023. 216 funds tracked by Wall St. Rank hold BEP as of Q4 2023.

  • Sound Income Strategies reported no remaining Brookfield Renewable position as of Q4 2023 after selling out during the quarter.
  • Sound Income Strategies sold 20 Brookfield Renewable shares in Q4 2023, an estimated $435.
  • Sound Income Strategies first reported a position in Brookfield Renewable in Q2 2023 and held it in 2 quarters.
  • Sound Income Strategies's Brookfield Renewable position peaked at $590 in Q2 2023.
  • 216 funds tracked by Wall St. Rank held Brookfield Renewable as of Q4 2023.

Based on Sound Income Strategies's 13F filing for Q4 2023, filed 10 Jan 2024.