Tradewinds Capital Management’s Brookfield Renewable BEP Stock Holding History

Tradewinds Capital 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
2024 Q2	–	Sell	-3	Closed	-$70	–	597
2024 Q1	$70	Hold	3	–	–	﹤0.01%	538
2023 Q4	$79	Hold	3	–	–	﹤0.01%	459
2023 Q3	$66	Hold	3	–	–	﹤0.01%	486
2023 Q2	$89	Hold	3	–	–	﹤0.01%	458
2023 Q1	$95	Hold	3	–	–	﹤0.01%	465
2022 Q4	$76	Hold	3	–	–	﹤0.01%	502
2022 Q3	$0	Hold	3	–	–	﹤0.01%	431
2022 Q2	$0	Hold	3	–	–	﹤0.01%	462
2022 Q1	$0	Hold	3	–	–	﹤0.01%	782
2021 Q4	$0	Hold	3	–	–	﹤0.01%	774
2021 Q3	$0	Hold	3	–	–	﹤0.01%	756
2021 Q2	$0	Buy	+3	New	+$119	﹤0.01%	770

Other funds holding BEP

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

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

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

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

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

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

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

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

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $52.8B AUM 58.98% 1-Year Est. Return

Tradewinds Capital Management's BEP Position: Q2 2024 in Review

Tradewinds Capital Management sold out of Brookfield Renewable (BEP) in Q2 2024, closing a stake of 3 shares — an estimated $70 sold.

Tradewinds Capital Management first reported a position in BEP in Q2 2021 and held it in 12 quarters. The position peaked at $95 in Q1 2023. 214 funds tracked by Wall St. Rank hold BEP as of Q2 2024.

Tradewinds Capital Management reported no remaining Brookfield Renewable position as of Q2 2024 after selling out during the quarter.
Tradewinds Capital Management sold 3 Brookfield Renewable shares in Q2 2024, an estimated $70.
Tradewinds Capital Management first reported a position in Brookfield Renewable in Q2 2021 and held it in 12 quarters.
Tradewinds Capital Management's Brookfield Renewable position peaked at $95 in Q1 2023.
214 funds tracked by Wall St. Rank held Brookfield Renewable as of Q2 2024.

Based on Tradewinds Capital Management's 13F filing for Q2 2024, filed 18 Jul 2024.