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WR Wealth Planners’s Brookfield Renewable BEP Stock Holding History

WR Wealth Planners’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
Q3 		– Sell
-9
Closed -$223 – 1148
2024
Q2 		$223 Hold
9
– – ﹤0.01% 1103
2024
Q1 		$209 Buy
+9
New +$219 ﹤0.01% 1130
2023
Q4 		– Sell
-9
Closed -$196 – 243
2023
Q3 		$196 Hold
9
– – ﹤0.01% 880
2023
Q2 		$265 Hold
9
– – ﹤0.01% 862
2023
Q1 		$284 Hold
9
– – ﹤0.01% 876
2022
Q4 		$228 Hold
9
– – ﹤0.01% 471
2022
Q3 		$282 Hold
9
– – ﹤0.01% 466
2022
Q2 		$313 Hold
9
– – ﹤0.01% 488
2022
Q1 		$370 Buy
+9
New +$323 ﹤0.01% 485

Other funds holding BEP

BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

WR Wealth Planners's BEP Position: Q3 2024 in Review

WR Wealth Planners sold out of Brookfield Renewable (BEP) in Q3 2024, closing a stake of 9 shares — an estimated $223 sold.

WR Wealth Planners first reported a position in BEP in Q1 2022 and held it in 9 quarters. The position peaked at $370 in Q1 2022. 219 funds tracked by Wall St. Rank hold BEP as of Q3 2024.

  • WR Wealth Planners reported no remaining Brookfield Renewable position as of Q3 2024 after selling out during the quarter.
  • WR Wealth Planners sold 9 Brookfield Renewable shares in Q3 2024, an estimated $223.
  • WR Wealth Planners first reported a position in Brookfield Renewable in Q1 2022 and held it in 9 quarters.
  • WR Wealth Planners's Brookfield Renewable position peaked at $370 in Q1 2022.
  • 219 funds tracked by Wall St. Rank held Brookfield Renewable as of Q3 2024.

Based on WR Wealth Planners's 13F filing for Q3 2024, filed 17 Oct 2024.