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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q2
$275 Buy
6,290
+1,250
+25% +$58K ﹤0.01% 558
2022
Q1
$250K Buy
+5,040
New +$235K 0.02% 500

Other funds holding AQNU

B. Riley Wealth Management's AQNU Position: Q2 2022 in Review

B. Riley Wealth Management increased its Algonquin Power & Utilities Corp Units (AQNU) stake by 25% in Q2 2022, buying an estimated $58K and bringing the position to 6,290 shares worth $275. The position accounts for ﹤0.01% of the portfolio, ranked #558.

B. Riley Wealth Management first reported a position in AQNU in Q1 2022 and has held it in 2 quarters since. The position peaked at $250K in Q1 2022. 43 funds tracked by Wall St. Rank hold AQNU as of Q2 2022.

  • B. Riley Wealth Management held 6,290 shares of Algonquin Power & Utilities Corp Units worth $275 as of Q2 2022.
  • B. Riley Wealth Management bought 1,250 Algonquin Power & Utilities Corp Units shares in Q2 2022, an estimated $58K.
  • Algonquin Power & Utilities Corp Units made up ﹤0.01% of B. Riley Wealth Management's portfolio in Q2 2022, its #558 holding.
  • B. Riley Wealth Management first reported a position in Algonquin Power & Utilities Corp Units in Q1 2022 and has held it in 2 quarters since.
  • B. Riley Wealth Management's Algonquin Power & Utilities Corp Units position peaked at $250K in Q1 2022.
  • 43 funds tracked by Wall St. Rank held Algonquin Power & Utilities Corp Units as of Q2 2022.

Based on B. Riley Wealth Management's 13F filing for Q2 2022, filed 9 Sep 2022.