Wealthcare Advisory Partners’s Brookfield Renewable BEP Stock Holding History

Wealthcare Advisory Partners’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 Q2	–	Sell	-331	Closed	-$14K	–	677
2021 Q1	$14K	Buy	+331	New	+$14.7K	﹤0.01%	1332
2020 Q2	–	Sell	-188	Closed	-$4K	–	410
2020 Q1	$4K	Hold	188	–	–	﹤0.01%	1140
2019 Q4	$5K	Hold	188	–	–	﹤0.01%	1092
2019 Q3	$4K	Hold	188	–	–	﹤0.01%	1096
2019 Q2	$3K	Hold	188	–	–	﹤0.01%	1126
2019 Q1	$3K	Hold	188	–	–	﹤0.01%	1027
2018 Q4	$3K	Buy	+188	New	+$2.81K	﹤0.01%	1010
2018 Q2	–	Sell	-882	Closed	-$15K	–	1230
2018 Q1	$15K	Buy	+882	New	+$15.1K	﹤0.01%	643

Other funds holding BEP

Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return

Fidelity International

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

1832 Asset Management

1832 Asset Management Toronto, Ontario, Canada $75.5B AUM 35.56% 1-Year Est. Return

TD Asset Management

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Principal Financial Group

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

CIBC Asset Management

CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return

First Trust Advisors

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return