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 $77B AUM 10.33% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Wealthcare Advisory Partners's BEP Position: Q2 2021 in Review

Wealthcare Advisory Partners sold out of Brookfield Renewable (BEP) in Q2 2021, closing a stake of 331 shares — an estimated $14K sold.

Wealthcare Advisory Partners first reported a position in BEP in Q1 2018 and held it in 8 quarters. The position peaked at $15K in Q1 2018. 264 funds tracked by Wall St. Rank hold BEP as of Q2 2021.

Wealthcare Advisory Partners reported no remaining Brookfield Renewable position as of Q2 2021 after selling out during the quarter.
Wealthcare Advisory Partners sold 331 Brookfield Renewable shares in Q2 2021, an estimated $14K.
Wealthcare Advisory Partners first reported a position in Brookfield Renewable in Q1 2018 and held it in 8 quarters.
Wealthcare Advisory Partners's Brookfield Renewable position peaked at $15K in Q1 2018.
264 funds tracked by Wall St. Rank held Brookfield Renewable as of Q2 2021.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2021, filed 16 Aug 2021.