AWS
AQNU

Atria Wealth Solutions’s Algonquin Power & Utilities Corp Units AQNU Stock Holding History

Atria Wealth Solutions’s Portfolio AQNU Stock Details AQNU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-9,967
Closed -$214K – 2094
2024
Q1 		$214K Sell
9,967
-8,274
-45% -$176K ﹤0.01% 1784
2023
Q4 		$406K Sell
18,241
-2,398
-12% -$50.4K 0.01% 1322
2023
Q3 		$446K Sell
20,639
-707
-3% -$19K 0.01% 1183
2023
Q2 		$630K Buy
21,346
+501
+2% +$15K 0.01% 1046
2023
Q1 		$623K Buy
20,845
+396
+2% +$10.7K 0.01% 1015
2022
Q4 		$488K Buy
20,449
+1,670
+9% +$51.9K 0.01% 1094
2022
Q3 		$711K Buy
18,779
+1,079
+6% +$47.8K 0.01% 854
2022
Q2 		$775K Buy
17,700
+5,267
+42% +$244K 0.01% 808
2022
Q1 		$616K Buy
+12,433
New +$579K 0.01% 948

Atria Wealth Solutions's AQNU Position: Q2 2024 in Review

Atria Wealth Solutions sold out of Algonquin Power & Utilities Corp Units (AQNU) in Q2 2024, closing a stake of 9,967 shares — an estimated $214K sold.

Atria Wealth Solutions first reported a position in AQNU in Q1 2022 and held it in 9 quarters. The position peaked at $775K in Q2 2022. 0 funds tracked by Wall St. Rank hold AQNU as of Q2 2024.

  • Atria Wealth Solutions reported no remaining Algonquin Power & Utilities Corp Units position as of Q2 2024 after selling out during the quarter.
  • Atria Wealth Solutions sold 9,967 Algonquin Power & Utilities Corp Units shares in Q2 2024, an estimated $214K.
  • Atria Wealth Solutions first reported a position in Algonquin Power & Utilities Corp Units in Q1 2022 and held it in 9 quarters.
  • Atria Wealth Solutions's Algonquin Power & Utilities Corp Units position peaked at $775K in Q2 2022.
  • 0 funds tracked by Wall St. Rank held Algonquin Power & Utilities Corp Units as of Q2 2024.

Based on Atria Wealth Solutions's 13F filing for Q2 2024, filed 22 Jul 2024.