TIAA FSB’s Brookfield Renewable BEP Stock Holding History

TIAA FSB’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 Q2	$261K	Hold	8,862	–	–	﹤0.01%	506
2023 Q1	$279K	Hold	8,862	–	–	﹤0.01%	491
2022 Q4	$225K	Sell	8,862 -1,875	-17%	-$53.5K	﹤0.01%	521
2022 Q3	$336K	Sell	10,737 -504	-4%	-$18.6K	﹤0.01%	451
2022 Q2	$391K	Buy	11,241 +198	+2%	+$7.13K	﹤0.01%	445
2022 Q1	$454K	Sell	11,043 -1,808	-14%	-$64.8K	﹤0.01%	345
2021 Q4	$460K	Sell	12,851 -1,624	-11%	-$59.8K	﹤0.01%	340
2021 Q3	$534K	Buy	+14,475	New	+$562K	﹤0.01%	343

Other funds holding BEP

Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

BCIM

British Columbia Investment Management Victoria, British Columbia, Canada $17B AUM 31.69% 1-Year Est. Return

CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

TIAA FSB's BEP Position: Q2 2023 in Review

TIAA FSB held its Brookfield Renewable (BEP) position steady in Q2 2023 at 8,862 shares worth $261K. The position accounts for ﹤0.01% of the portfolio, ranked #506.

TIAA FSB first reported a position in BEP in Q3 2021 and has held it in 8 quarters since. The position peaked at $534K in Q3 2021. 218 funds tracked by Wall St. Rank hold BEP as of Q2 2023.

TIAA FSB held 8,862 shares of Brookfield Renewable worth $261K as of Q2 2023.
TIAA FSB left its Brookfield Renewable share count unchanged in Q2 2023.
Brookfield Renewable made up ﹤0.01% of TIAA FSB's portfolio in Q2 2023, its #506 holding.
TIAA FSB first reported a position in Brookfield Renewable in Q3 2021 and has held it in 8 quarters since.
TIAA FSB's Brookfield Renewable position peaked at $534K in Q3 2021.
218 funds tracked by Wall St. Rank held Brookfield Renewable as of Q2 2023.

Based on TIAA FSB's 13F filing for Q2 2023, filed 31 Jul 2023.