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Tradition Wealth Management’s Brookfield Renewable BEP Stock Holding History

Tradition 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
2021
Q3 		– Sell
-400
Closed -$15K – 1160
2021
Q2 		$15K Hold
400
– – ﹤0.01% 822
2021
Q1 		$17K Buy
+400
New +$17.7K ﹤0.01% 662

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 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
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return
BCIM
British Columbia Investment Management Victoria, British Columbia, Canada $16B AUM 37.57% 1-Year Est. Return

Tradition Wealth Management's BEP Position: Q3 2021 in Review

Tradition Wealth Management sold out of Brookfield Renewable (BEP) in Q3 2021, closing a stake of 400 shares — an estimated $15K sold.

Tradition Wealth Management first reported a position in BEP in Q1 2021 and held it in 2 quarters. The position peaked at $17K in Q1 2021. 251 funds tracked by Wall St. Rank hold BEP as of Q3 2021.

  • Tradition Wealth Management reported no remaining Brookfield Renewable position as of Q3 2021 after selling out during the quarter.
  • Tradition Wealth Management sold 400 Brookfield Renewable shares in Q3 2021, an estimated $15K.
  • Tradition Wealth Management first reported a position in Brookfield Renewable in Q1 2021 and held it in 2 quarters.
  • Tradition Wealth Management's Brookfield Renewable position peaked at $17K in Q1 2021.
  • 251 funds tracked by Wall St. Rank held Brookfield Renewable as of Q3 2021.

Based on Tradition Wealth Management's 13F filing for Q3 2021, filed 12 Nov 2021.