Baystate Wealth Management’s Algonquin Power & Utilities AQN Stock Holding History

Baystate Wealth Management’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
2023 Q4	$8.65K	Buy	+1,368	New	+$7.99K	﹤0.01%	758

Other funds holding AQN

Starboard Value New York $4.52B AUM 19.34% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

EIG

EdgePoint Investment Group Toronto, Ontario, Canada $13.2B AUM 32.43% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

Baystate Wealth Management's AQN Position: Q4 2023 in Review

Baystate Wealth Management opened a new position in Algonquin Power & Utilities (AQN) in Q4 2023: 1,368 shares worth $8.65K. The stake represents ﹤0.01% of the portfolio and ranks #758 among its holdings.

254 funds tracked by Wall St. Rank hold AQN as of Q4 2023.

Baystate Wealth Management held 1,368 shares of Algonquin Power & Utilities worth $8.65K as of Q4 2023.
Algonquin Power & Utilities was a new Baystate Wealth Management position in Q4 2023.
Algonquin Power & Utilities made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #758 holding.
254 funds tracked by Wall St. Rank held Algonquin Power & Utilities as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.