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Tompkins Financial’s Brookfield Renewable BEP Stock Holding History

Tompkins Financial’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
Q1 		– Sell
-600
Closed -$15.8K – 638
2023
Q4 		$15.8K Hold
600
– – ﹤0.01% 447
2023
Q3 		$13K Hold
600
– – ﹤0.01% 446
2023
Q2 		$17.7K Hold
600
– – ﹤0.01% 421
2023
Q1 		$18.9K Hold
600
– – ﹤0.01% 425
2022
Q4 		$15K Hold
600
– – ﹤0.01% 440
2022
Q3 		$19K Hold
600
– – ﹤0.01% 415
2022
Q2 		$21K Hold
600
– – ﹤0.01% 403
2022
Q1 		$25K Buy
+600
New +$21.5K ﹤0.01% 414

Other funds holding BEP

BC
Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
BCIM
British Columbia Investment Management Victoria, British Columbia, Canada $16B AUM 37.57% 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

Tompkins Financial's BEP Position: Q1 2024 in Review

Tompkins Financial sold out of Brookfield Renewable (BEP) in Q1 2024, closing a stake of 600 shares — an estimated $15.8K sold.

Tompkins Financial first reported a position in BEP in Q1 2022 and held it in 8 quarters. The position peaked at $25K in Q1 2022. 211 funds tracked by Wall St. Rank hold BEP as of Q1 2024.

  • Tompkins Financial reported no remaining Brookfield Renewable position as of Q1 2024 after selling out during the quarter.
  • Tompkins Financial sold 600 Brookfield Renewable shares in Q1 2024, an estimated $15.8K.
  • Tompkins Financial first reported a position in Brookfield Renewable in Q1 2022 and held it in 8 quarters.
  • Tompkins Financial's Brookfield Renewable position peaked at $25K in Q1 2022.
  • 211 funds tracked by Wall St. Rank held Brookfield Renewable as of Q1 2024.

Based on Tompkins Financial's 13F filing for Q1 2024, filed 8 Apr 2024.