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The Family Firm’s Brookfield Renewable BEP Stock Holding History

The Family Firm’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
Q3 		– Sell
-516
Closed -$12.8K – 267
2024
Q2 		$12.8K Buy
+516
New +$12.8K ﹤0.01% 640

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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 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
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

The Family Firm's BEP Position: Q3 2024 in Review

The Family Firm sold out of Brookfield Renewable (BEP) in Q3 2024, closing a stake of 516 shares — an estimated $12.8K sold.

The Family Firm first reported a position in BEP in Q2 2024 and held it in 1 quarter. The position peaked at $12.8K in Q2 2024. 219 funds tracked by Wall St. Rank hold BEP as of Q3 2024.

  • The Family Firm reported no remaining Brookfield Renewable position as of Q3 2024 after selling out during the quarter.
  • The Family Firm sold 516 Brookfield Renewable shares in Q3 2024, an estimated $12.8K.
  • The Family Firm first reported a position in Brookfield Renewable in Q2 2024 and held it in 1 quarter.
  • The Family Firm's Brookfield Renewable position peaked at $12.8K in Q2 2024.
  • 219 funds tracked by Wall St. Rank held Brookfield Renewable as of Q3 2024.

Based on The Family Firm's 13F filing for Q3 2024, filed 17 Oct 2024.