TCWP’s Brookfield Renewable BEP Stock Holding History

TCWP’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 Q2	–	Sell	-76	Closed	-$3K	–	426
2022 Q1	$3K	Buy	+76	New	+$2.73K	﹤0.01%	1168

Other funds holding BEP

Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

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

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

TCWP's BEP Position: Q2 2022 in Review

TCWP sold out of Brookfield Renewable (BEP) in Q2 2022, closing a stake of 76 shares — an estimated $3K sold.

TCWP first reported a position in BEP in Q1 2022 and held it in 1 quarter. The position peaked at $3K in Q1 2022. 243 funds tracked by Wall St. Rank hold BEP as of Q2 2022.

TCWP reported no remaining Brookfield Renewable position as of Q2 2022 after selling out during the quarter.
TCWP sold 76 Brookfield Renewable shares in Q2 2022, an estimated $3K.
TCWP first reported a position in Brookfield Renewable in Q1 2022 and held it in 1 quarter.
TCWP's Brookfield Renewable position peaked at $3K in Q1 2022.
243 funds tracked by Wall St. Rank held Brookfield Renewable as of Q2 2022.

Based on TCWP's 13F filing for Q2 2022, filed 15 Aug 2022.