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Institutional & Family Asset Management’s Algonquin Power & Utilities AQN Stock Holding History

Institutional & Family Asset 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
Q1 		– Sell
-100
Closed -$652 – 731
2022
Q4 		$652 Buy
+100
New +$892 ﹤0.01% 641

Other funds holding AQN

Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
CM
Corvex Management New York $2.52B AUM 25.53% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Institutional & Family Asset Management's AQN Position: Q1 2023 in Review

Institutional & Family Asset Management sold out of Algonquin Power & Utilities (AQN) in Q1 2023, closing a stake of 100 shares — an estimated $652 sold.

Institutional & Family Asset Management first reported a position in AQN in Q4 2022 and held it in 1 quarter. The position peaked at $652 in Q4 2022. 278 funds tracked by Wall St. Rank hold AQN as of Q1 2023.

  • Institutional & Family Asset Management reported no remaining Algonquin Power & Utilities position as of Q1 2023 after selling out during the quarter.
  • Institutional & Family Asset Management sold 100 Algonquin Power & Utilities shares in Q1 2023, an estimated $652.
  • Institutional & Family Asset Management first reported a position in Algonquin Power & Utilities in Q4 2022 and held it in 1 quarter.
  • Institutional & Family Asset Management's Algonquin Power & Utilities position peaked at $652 in Q4 2022.
  • 278 funds tracked by Wall St. Rank held Algonquin Power & Utilities as of Q1 2023.

Based on Institutional & Family Asset Management's 13F filing for Q1 2023, filed 9 May 2023.