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Fortis Capital Advisors’s Algonquin Power & Utilities AQN Stock Holding History

Fortis Capital Advisors’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
Q2 		– Sell
-1,189
Closed -$9.99K – 140
2023
Q1 		$9.99K Buy
+1,189
New +$8.95K 0.01% 463

Other funds holding AQN

Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
SV
Starboard Value New York $4.52B AUM 19.34% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $13.2B AUM 32.43% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

Fortis Capital Advisors's AQN Position: Q2 2023 in Review

Fortis Capital Advisors sold out of Algonquin Power & Utilities (AQN) in Q2 2023, closing a stake of 1,189 shares — an estimated $9.99K sold.

Fortis Capital Advisors first reported a position in AQN in Q1 2023 and held it in 1 quarter. The position peaked at $9.99K in Q1 2023. 277 funds tracked by Wall St. Rank hold AQN as of Q2 2023.

  • Fortis Capital Advisors reported no remaining Algonquin Power & Utilities position as of Q2 2023 after selling out during the quarter.
  • Fortis Capital Advisors sold 1,189 Algonquin Power & Utilities shares in Q2 2023, an estimated $9.99K.
  • Fortis Capital Advisors first reported a position in Algonquin Power & Utilities in Q1 2023 and held it in 1 quarter.
  • Fortis Capital Advisors's Algonquin Power & Utilities position peaked at $9.99K in Q1 2023.
  • 277 funds tracked by Wall St. Rank held Algonquin Power & Utilities as of Q2 2023.

Based on Fortis Capital Advisors's 13F filing for Q2 2023, filed 15 Aug 2023.