BRWA
AQNU

B. Riley Wealth Advisors’s Algonquin Power & Utilities Corp Units AQNU Stock Holding History

B. Riley Wealth Advisors’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
2023
Q3 		– Sell
-32,786
Closed -$967K – 1648
2023
Q2 		$967K Buy
32,786
+25,676
+361% +$770K 0.02% 582
2023
Q1 		$212K Buy
+7,110
New +$193K 0.01% 1264
2022
Q4 		– Sell
-6,310
Closed -$239K – 1610
2022
Q3 		$239K Buy
+6,310
New +$280K 0.01% 1136

Other funds holding AQNU

Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AIMCA
Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $16.7B AUM 23.27% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SM
Skaana Management Brooklyn, New York $296M AUM 65.1% 1-Year Est. Return
MF
Magnetar Financial Evanston, Illinois $9.84B AUM 190.64% 1-Year Est. Return

B. Riley Wealth Advisors's AQNU Position: Q3 2023 in Review

B. Riley Wealth Advisors sold out of Algonquin Power & Utilities Corp Units (AQNU) in Q3 2023, closing a stake of 32,786 shares — an estimated $967K sold.

B. Riley Wealth Advisors first reported a position in AQNU in Q3 2022 and held it in 3 quarters. The position peaked at $967K in Q2 2023. 36 funds tracked by Wall St. Rank hold AQNU as of Q3 2023.

  • B. Riley Wealth Advisors reported no remaining Algonquin Power & Utilities Corp Units position as of Q3 2023 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 32,786 Algonquin Power & Utilities Corp Units shares in Q3 2023, an estimated $967K.
  • B. Riley Wealth Advisors first reported a position in Algonquin Power & Utilities Corp Units in Q3 2022 and held it in 3 quarters.
  • B. Riley Wealth Advisors's Algonquin Power & Utilities Corp Units position peaked at $967K in Q2 2023.
  • 36 funds tracked by Wall St. Rank held Algonquin Power & Utilities Corp Units as of Q3 2023.

Based on B. Riley Wealth Advisors's 13F filing for Q3 2023, filed 1 Dec 2023.