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Waterloo Capital’s Brookfield Renewable BEP Stock Holding History

Waterloo Capital’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
-18,273
Closed -$480K – 364
2023
Q4 		$480K Buy
+18,273
New +$433K 0.08% 220

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

Waterloo Capital's BEP Position: Q1 2024 in Review

Waterloo Capital sold out of Brookfield Renewable (BEP) in Q1 2024, closing a stake of 18,273 shares — an estimated $480K sold.

Waterloo Capital first reported a position in BEP in Q4 2023 and held it in 1 quarter. The position peaked at $480K in Q4 2023. 211 funds tracked by Wall St. Rank hold BEP as of Q1 2024.

  • Waterloo Capital reported no remaining Brookfield Renewable position as of Q1 2024 after selling out during the quarter.
  • Waterloo Capital sold 18,273 Brookfield Renewable shares in Q1 2024, an estimated $480K.
  • Waterloo Capital first reported a position in Brookfield Renewable in Q4 2023 and held it in 1 quarter.
  • Waterloo Capital's Brookfield Renewable position peaked at $480K in Q4 2023.
  • 211 funds tracked by Wall St. Rank held Brookfield Renewable as of Q1 2024.

Based on Waterloo Capital's 13F filing for Q1 2024, filed 14 May 2024.