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Summit Securities Group’s Brookfield Renewable BEP Stock Holding History

Summit Securities Group’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
Q1 		– Sell
-1,358
Closed -$34K – 827
2022
Q4 		$34K Buy
+1,358
New +$38.8K ﹤0.01% 796

Other funds holding BEP

BC
Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Summit Securities Group's BEP Position: Q1 2023 in Review

Summit Securities Group sold out of Brookfield Renewable (BEP) in Q1 2023, closing a stake of 1,358 shares — an estimated $34K sold.

Summit Securities Group first reported a position in BEP in Q4 2022 and held it in 1 quarter. The position peaked at $34K in Q4 2022. 240 funds tracked by Wall St. Rank hold BEP as of Q1 2023.

  • Summit Securities Group reported no remaining Brookfield Renewable position as of Q1 2023 after selling out during the quarter.
  • Summit Securities Group sold 1,358 Brookfield Renewable shares in Q1 2023, an estimated $34K.
  • Summit Securities Group first reported a position in Brookfield Renewable in Q4 2022 and held it in 1 quarter.
  • Summit Securities Group's Brookfield Renewable position peaked at $34K in Q4 2022.
  • 240 funds tracked by Wall St. Rank held Brookfield Renewable as of Q1 2023.

Based on Summit Securities Group's 13F filing for Q1 2023, filed 12 May 2023.