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Valeo Financial Advisors’s Brookfield Renewable BEP Stock Holding History

Valeo Financial Advisors’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
2020
Q4 		– Sell
-15
Closed -$1K – 1678
2020
Q3 		$1K Sell
15
-4
-21% -$118 ﹤0.01% 1466
2020
Q2 		$0 Hold
19
– – ﹤0.01% 2032
2020
Q1 		$0 Hold
19
– – ﹤0.01% 1790
2019
Q4 		$0 Hold
19
– – ﹤0.01% 1627
2019
Q3 		$0 Buy
+19
New +$372 ﹤0.01% 1554

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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $52.8B AUM 58.98% 1-Year Est. Return

Valeo Financial Advisors's BEP Position: Q4 2020 in Review

Valeo Financial Advisors sold out of Brookfield Renewable (BEP) in Q4 2020, closing a stake of 15 shares — an estimated $1K sold.

Valeo Financial Advisors first reported a position in BEP in Q3 2019 and held it in 5 quarters. The position peaked at $1K in Q3 2020. 253 funds tracked by Wall St. Rank hold BEP as of Q4 2020.

  • Valeo Financial Advisors reported no remaining Brookfield Renewable position as of Q4 2020 after selling out during the quarter.
  • Valeo Financial Advisors sold 15 Brookfield Renewable shares in Q4 2020, an estimated $1K.
  • Valeo Financial Advisors first reported a position in Brookfield Renewable in Q3 2019 and held it in 5 quarters.
  • Valeo Financial Advisors's Brookfield Renewable position peaked at $1K in Q3 2020.
  • 253 funds tracked by Wall St. Rank held Brookfield Renewable as of Q4 2020.

Based on Valeo Financial Advisors's 13F filing for Q4 2020, filed 11 Feb 2021.