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Surevest’s Brookfield Renewable BEP Stock Holding History

Surevest’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
2022
Q3 		$2K Hold
63
– – ﹤0.01% 384
2022
Q2 		$2K Hold
63
– – ﹤0.01% 406
2022
Q1 		$3K Hold
63
– – ﹤0.01% 350
2021
Q4 		$2K Buy
+63
New +$2.32K ﹤0.01% 393

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
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

Surevest's BEP Position: Q3 2022 in Review

Surevest held its Brookfield Renewable (BEP) position steady in Q3 2022 at 63 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #384.

Surevest first reported a position in BEP in Q4 2021 and has held it in 4 quarters since. The position peaked at $3K in Q1 2022. 232 funds tracked by Wall St. Rank hold BEP as of Q3 2022.

  • Surevest held 63 shares of Brookfield Renewable worth $2K as of Q3 2022.
  • Surevest left its Brookfield Renewable share count unchanged in Q3 2022.
  • Brookfield Renewable made up ﹤0.01% of Surevest's portfolio in Q3 2022, its #384 holding.
  • Surevest first reported a position in Brookfield Renewable in Q4 2021 and has held it in 4 quarters since.
  • Surevest's Brookfield Renewable position peaked at $3K in Q1 2022.
  • 232 funds tracked by Wall St. Rank held Brookfield Renewable as of Q3 2022.

Based on Surevest's 13F filing for Q3 2022, filed 14 Nov 2022.