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Teamwork Financial Advisors’s Brookfield Renewable BEP Stock Holding History

Teamwork Financial Advisors’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
Q3 		– Sell
-9,513
Closed -$281K – 201
2023
Q2 		$281K Sell
9,513
-3,806
-29% -$117K 0.05% 159
2023
Q1 		$420K Sell
13,319
-648
-5% -$18.3K 0.08% 133
2022
Q4 		$354K Buy
13,967
+563
+4% +$16.1K 0.07% 149
2022
Q3 		$420K Buy
13,404
+704
+6% +$26K 0.09% 133
2022
Q2 		$442K Buy
12,700
+4,531
+55% +$163K 0.1% 148
2022
Q1 		$336K Sell
8,169
-8,707
-52% -$312K 0.06% 197
2021
Q4 		$604K Buy
16,876
+560
+3% +$20.6K 0.11% 174
2021
Q3 		$602K Buy
16,316
+897
+6% +$34.8K 0.12% 138
2021
Q2 		$595K Buy
15,419
+315
+2% +$12.5K 0.12% 134
2021
Q1 		$643K Sell
15,104
-505
-3% -$22.4K 0.15% 124
2020
Q4 		$674K Buy
15,609
+114
+0.7% +$4.37K 0.16% 107
2020
Q3 		$543K Sell
15,495
-8,462
-35% -$250K 0.17% 110
2020
Q2 		$612K Sell
23,957
-8,720
-27% -$219K 0.22% 95
2020
Q1 		$740K Sell
32,677
-5,936
-15% -$150K 0.46% 45
2019
Q4 		$960K Buy
+38,613
New +$911K 0.57% 37

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
BCIM
British Columbia Investment Management Victoria, British Columbia, Canada $16B AUM 37.57% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Teamwork Financial Advisors's BEP Position: Q3 2023 in Review

Teamwork Financial Advisors sold out of Brookfield Renewable (BEP) in Q3 2023, closing a stake of 9,513 shares — an estimated $281K sold.

Teamwork Financial Advisors first reported a position in BEP in Q4 2019 and held it in 15 quarters. The position peaked at $960K in Q4 2019. 210 funds tracked by Wall St. Rank hold BEP as of Q3 2023.

  • Teamwork Financial Advisors reported no remaining Brookfield Renewable position as of Q3 2023 after selling out during the quarter.
  • Teamwork Financial Advisors sold 9,513 Brookfield Renewable shares in Q3 2023, an estimated $281K.
  • Teamwork Financial Advisors first reported a position in Brookfield Renewable in Q4 2019 and held it in 15 quarters.
  • Teamwork Financial Advisors's Brookfield Renewable position peaked at $960K in Q4 2019.
  • 210 funds tracked by Wall St. Rank held Brookfield Renewable as of Q3 2023.

Based on Teamwork Financial Advisors's 13F filing for Q3 2023, filed 31 Oct 2023.