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Stone House Investment Management’s Brookfield Renewable BEP Stock Holding History

Stone House 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
2024
Q4 		– Sell
-100
Closed -$2.82K – 81
2024
Q3 		$2.82K Buy
100
+60
+150% +$1.51K ﹤0.01% 315
2024
Q2 		$991 Buy
+40
New +$996 ﹤0.01% 358

Other funds holding BEP

BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
SC
Scotia Capital Toronto, Ontario, Canada $24.3B AUM 29.21% 1-Year Est. Return

Stone House Investment Management's BEP Position: Q4 2024 in Review

Stone House Investment Management sold out of Brookfield Renewable (BEP) in Q4 2024, closing a stake of 100 shares — an estimated $2.82K sold.

Stone House Investment Management first reported a position in BEP in Q2 2024 and held it in 2 quarters. The position peaked at $2.82K in Q3 2024. 219 funds tracked by Wall St. Rank hold BEP as of Q4 2024.

  • Stone House Investment Management reported no remaining Brookfield Renewable position as of Q4 2024 after selling out during the quarter.
  • Stone House Investment Management sold 100 Brookfield Renewable shares in Q4 2024, an estimated $2.82K.
  • Stone House Investment Management first reported a position in Brookfield Renewable in Q2 2024 and held it in 2 quarters.
  • Stone House Investment Management's Brookfield Renewable position peaked at $2.82K in Q3 2024.
  • 219 funds tracked by Wall St. Rank held Brookfield Renewable as of Q4 2024.

Based on Stone House Investment Management's 13F filing for Q4 2024, filed 13 Feb 2025.