Waverton Investment Management
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Waverton Investment Management’s Brookfield Renewable BEP Stock Holding History

Waverton Investment 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
Q4 		– Sell
-6,330
Closed -$207K – 103
2024
Q3 		$207K Buy
+6,330
New +$159K ﹤0.01% 95

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Brookfield Corp
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Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
Scotia Capital
Scotia Capital Toronto, Ontario, Canada $26.8B AUM 33.07% 1-Year Est. Return

Waverton Investment Management's BEP Position: Q4 2024 in Review

Waverton Investment Management sold out of Brookfield Renewable (BEP) in Q4 2024, closing a stake of 6,330 shares — an estimated $207K sold.

Waverton Investment Management first reported a position in BEP in Q3 2024 and held it in 1 quarter. The position peaked at $207K in Q3 2024. 219 funds tracked by Wall St. Rank hold BEP as of Q4 2024.

  • Waverton Investment Management reported no remaining Brookfield Renewable position as of Q4 2024 after selling out during the quarter.
  • Waverton Investment Management sold 6,330 Brookfield Renewable shares in Q4 2024, an estimated $207K.
  • Waverton Investment Management first reported a position in Brookfield Renewable in Q3 2024 and held it in 1 quarter.
  • Waverton Investment Management's Brookfield Renewable position peaked at $207K in Q3 2024.
  • 219 funds tracked by Wall St. Rank held Brookfield Renewable as of Q4 2024.

Based on Waverton Investment Management's 13F filing for Q4 2024, filed 4 Feb 2025.