CIBC Private Wealth Group
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CIBC Private Wealth Group’s Algonquin Power & Utilities AQN Stock Holding History

CIBC Private Wealth Group’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
2024
Q3 		– Sell
-7,523
Closed -$45K – 3120
2024
Q2 		$45K Buy
+7,523
New +$46.6K ﹤0.01% 1715
2022
Q1 		– Sell
-36,000
Closed -$520K – 1260
2021
Q4 		$520K Buy
+36,000
New +$515K ﹤0.01% 767

Other funds holding AQN

SV
Starboard Value New York $4.52B AUM 19.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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 $139B AUM 29.06% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $13.2B AUM 32.43% 1-Year Est. Return
BCIM
British Columbia Investment Management Victoria, British Columbia, Canada $16B AUM 37.57% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

CIBC Private Wealth Group's AQN Position: Q3 2024 in Review

CIBC Private Wealth Group sold out of Algonquin Power & Utilities (AQN) in Q3 2024, closing a stake of 7,523 shares — an estimated $45K sold.

CIBC Private Wealth Group first reported a position in AQN in Q4 2021 and held it in 2 quarters. The position peaked at $520K in Q4 2021. 238 funds tracked by Wall St. Rank hold AQN as of Q3 2024.

  • CIBC Private Wealth Group reported no remaining Algonquin Power & Utilities position as of Q3 2024 after selling out during the quarter.
  • CIBC Private Wealth Group sold 7,523 Algonquin Power & Utilities shares in Q3 2024, an estimated $45K.
  • CIBC Private Wealth Group first reported a position in Algonquin Power & Utilities in Q4 2021 and held it in 2 quarters.
  • CIBC Private Wealth Group's Algonquin Power & Utilities position peaked at $520K in Q4 2021.
  • 238 funds tracked by Wall St. Rank held Algonquin Power & Utilities as of Q3 2024.

Based on CIBC Private Wealth Group's 13F filing for Q3 2024, filed 13 Nov 2024.