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Thoroughbred Financial Services’s Brookfield Renewable BEP Stock Holding History

Thoroughbred Financial Services’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
2021
Q3 		– Sell
-5,568
Closed -$215K – 318
2021
Q2 		$215K Buy
+5,568
New +$220K 0.05% 285

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return
BCIM
British Columbia Investment Management Victoria, British Columbia, Canada $17B AUM 31.69% 1-Year Est. Return

Thoroughbred Financial Services's BEP Position: Q3 2021 in Review

Thoroughbred Financial Services sold out of Brookfield Renewable (BEP) in Q3 2021, closing a stake of 5,568 shares — an estimated $215K sold.

Thoroughbred Financial Services first reported a position in BEP in Q2 2021 and held it in 1 quarter. The position peaked at $215K in Q2 2021. 251 funds tracked by Wall St. Rank hold BEP as of Q3 2021.

  • Thoroughbred Financial Services reported no remaining Brookfield Renewable position as of Q3 2021 after selling out during the quarter.
  • Thoroughbred Financial Services sold 5,568 Brookfield Renewable shares in Q3 2021, an estimated $215K.
  • Thoroughbred Financial Services first reported a position in Brookfield Renewable in Q2 2021 and held it in 1 quarter.
  • Thoroughbred Financial Services's Brookfield Renewable position peaked at $215K in Q2 2021.
  • 251 funds tracked by Wall St. Rank held Brookfield Renewable as of Q3 2021.

Based on Thoroughbred Financial Services's 13F filing for Q3 2021, filed 27 Oct 2021.