GI
AQN icon

Gradient Investments’s Algonquin Power & Utilities AQN Stock Holding History

Gradient Investments’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 		– Hold
0
– -$1 – 350
2024
Q2 		– Hold
0
– – – 1376
2024
Q1 		– Hold
0
– – – 1231
2023
Q4 		– Sell
-190
Closed -$1.13K – 1835
2023
Q3 		$1.13K Sell
190
-689
-78% -$5.19K ﹤0.01% 1334
2023
Q2 		$7.26K Sell
879
-331
-27% -$2.81K ﹤0.01% 875
2023
Q1 		$10.2K Buy
1,210
+1,078
+817% +$8.11K ﹤0.01% 813
2022
Q4 		$861 Sell
132
-33,125
-100% -$295K ﹤0.01% 1222
2022
Q3 		$363K Sell
33,257
-840
-2% -$11.4K 0.01% 249
2022
Q2 		$458K Sell
34,097
-533
-2% -$7.71K 0.01% 224
2022
Q1 		$537K Sell
34,630
-1,604
-4% -$23.1K 0.01% 206
2021
Q4 		$524K Sell
36,234
-1,401
-4% -$20.1K 0.01% 207
2021
Q3 		$552K Buy
+37,635
New +$580K 0.02% 206

Other funds holding AQN

SV
Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 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 $129B AUM 30.83% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return
BCIM
British Columbia Investment Management Victoria, British Columbia, Canada $16.9B AUM 31.69% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.1B AUM 35.3% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $97.7B AUM 31.26% 1-Year Est. Return