AWS
AQN icon

Atria Wealth Solutions’s Algonquin Power & Utilities AQN Stock Holding History

Atria Wealth Solutions’s Portfolio AQN Stock Details AQN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-10,000
Closed -$51.4K – 1483
2025
Q1 		$51.4K Buy
+10,000
New +$47.2K ﹤0.01% 1824
2024
Q4 		– Sell
-27,610
Closed -$151K – 1973
2024
Q3 		$151K Buy
27,610
+3,686
+15% +$21K ﹤0.01% 1826
2024
Q2 		$140K Buy
+23,924
New +$148K ﹤0.01% 1825
2024
Q1 		– Sell
-25,000
Closed -$160K – 1961
2023
Q4 		$160K Buy
25,000
+4,000
+19% +$23.4K ﹤0.01% 1816
2023
Q3 		$126K Buy
21,000
+11,000
+110% +$82.9K ﹤0.01% 1761
2023
Q2 		$82.8K Hold
10,000
– – ﹤0.01% 1792
2023
Q1 		$83.8K Sell
10,000
-245
-2% -$1.84K ﹤0.01% 1769
2022
Q4 		$66.8K Hold
10,245
– – ﹤0.01% 1723
2022
Q3 		$112K Hold
10,245
– – ﹤0.01% 1625
2022
Q2 		$139K Buy
10,245
+245
+2% +$3.55K ﹤0.01% 1499
2022
Q1 		$157K Buy
+10,000
New +$144K ﹤0.01% 1626

Other funds holding AQN

SV
Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return
BCIM
British Columbia Investment Management Victoria, British Columbia, Canada $16.9B AUM 31.69% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.1B AUM 35.3% 1-Year Est. Return