Total Clarity Wealth Management’s Brookfield Renewable BEP Stock Holding History

Total Clarity Wealth Management’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
2022 Q3	–	Sell	-1,500	Closed	-$52K	–	292
2022 Q2	$52K	Buy	+1,500	New	+$54K	0.03%	404
2022 Q1	–	Sell	-1,500	Closed	-$54K	–	279
2021 Q4	$54K	Hold	1,500	–	–	0.02%	387
2021 Q3	$55K	Buy	+1,500	New	+$58.3K	0.03%	385
2021 Q2	–	Sell	-1,530	Closed	-$65K	–	243
2021 Q1	$65K	Buy	+1,530	New	+$67.7K	0.04%	298
2020 Q1	–	Sell	-1,877	Closed	-$47K	–	135
2019 Q4	$47K	Buy	+1,877	New	+$44.3K	0.04%	271

Other funds holding BEP

Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Total Clarity Wealth Management's BEP Position: Q3 2022 in Review

Total Clarity Wealth Management sold out of Brookfield Renewable (BEP) in Q3 2022, closing a stake of 1,500 shares — an estimated $52K sold.

Total Clarity Wealth Management first reported a position in BEP in Q4 2019 and held it in 5 quarters. The position peaked at $65K in Q1 2021. 232 funds tracked by Wall St. Rank hold BEP as of Q3 2022.

Total Clarity Wealth Management reported no remaining Brookfield Renewable position as of Q3 2022 after selling out during the quarter.
Total Clarity Wealth Management sold 1,500 Brookfield Renewable shares in Q3 2022, an estimated $52K.
Total Clarity Wealth Management first reported a position in Brookfield Renewable in Q4 2019 and held it in 5 quarters.
Total Clarity Wealth Management's Brookfield Renewable position peaked at $65K in Q1 2021.
232 funds tracked by Wall St. Rank held Brookfield Renewable as of Q3 2022.

Based on Total Clarity Wealth Management's 13F filing for Q3 2022, filed 4 Nov 2022.