Wealth Enhancement Advisory Services
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Wealth Enhancement Advisory Services’s Brookfield Renewable BEP Stock Holding History

Wealth Enhancement Advisory Services’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
2023
Q4 		– Sell
-12,853
Closed -$279K – 2351
2023
Q3 		$279K Buy
+12,853
New +$346K ﹤0.01% 1783

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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
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
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
CIM
CCLA Investment Management London, United Kingdom $6.23B AUM

Wealth Enhancement Advisory Services's BEP Position: Q4 2023 in Review

Wealth Enhancement Advisory Services sold out of Brookfield Renewable (BEP) in Q4 2023, closing a stake of 12,853 shares — an estimated $279K sold.

Wealth Enhancement Advisory Services first reported a position in BEP in Q3 2023 and held it in 1 quarter. The position peaked at $279K in Q3 2023. 216 funds tracked by Wall St. Rank hold BEP as of Q4 2023.

  • Wealth Enhancement Advisory Services reported no remaining Brookfield Renewable position as of Q4 2023 after selling out during the quarter.
  • Wealth Enhancement Advisory Services sold 12,853 Brookfield Renewable shares in Q4 2023, an estimated $279K.
  • Wealth Enhancement Advisory Services first reported a position in Brookfield Renewable in Q3 2023 and held it in 1 quarter.
  • Wealth Enhancement Advisory Services's Brookfield Renewable position peaked at $279K in Q3 2023.
  • 216 funds tracked by Wall St. Rank held Brookfield Renewable as of Q4 2023.

Based on Wealth Enhancement Advisory Services's 13F filing for Q4 2023, filed 30 Jan 2024.