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WealthSource Partners’s Brookfield Renewable BEP Stock Holding History

WealthSource 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
2022
Q2 		– Sell
-9,599
Closed -$394K – 520
2022
Q1 		$394K Hold
9,599
– – 0.03% 394
2021
Q4 		$344K Hold
9,599
– – 0.03% 395
2021
Q3 		$354K Buy
9,599
+2,782
+41% +$108K 0.03% 350
2021
Q2 		$263K Buy
+6,817
New +$270K 0.02% 388

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
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

WealthSource Partners's BEP Position: Q2 2022 in Review

WealthSource Partners sold out of Brookfield Renewable (BEP) in Q2 2022, closing a stake of 9,599 shares — an estimated $394K sold.

WealthSource Partners first reported a position in BEP in Q2 2021 and held it in 4 quarters. The position peaked at $394K in Q1 2022. 243 funds tracked by Wall St. Rank hold BEP as of Q2 2022.

  • WealthSource Partners reported no remaining Brookfield Renewable position as of Q2 2022 after selling out during the quarter.
  • WealthSource Partners sold 9,599 Brookfield Renewable shares in Q2 2022, an estimated $394K.
  • WealthSource Partners first reported a position in Brookfield Renewable in Q2 2021 and held it in 4 quarters.
  • WealthSource Partners's Brookfield Renewable position peaked at $394K in Q1 2022.
  • 243 funds tracked by Wall St. Rank held Brookfield Renewable as of Q2 2022.

Based on WealthSource Partners's 13F filing for Q2 2022, filed 10 Aug 2022.