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

Janiczek 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
2024 Q2	$3.89K	Sell	664 -359	-35%	-$2.23K	﹤0.01%	768
2024 Q1	$6.5K	Hold	1,023	–	–	﹤0.01%	739
2023 Q4	$6.5K	Buy	1,023 +763	+293%	+$4.46K	﹤0.01%	721
2023 Q3	$1.57K	Hold	260	–	–	﹤0.01%	860
2023 Q2	$2.18K	Hold	260	–	–	﹤0.01%	761
2023 Q1	$2.24K	Buy	+260	New	+$1.96K	﹤0.01%	757

Other funds holding AQN

Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

Janiczek Wealth Management's AQN Position: Q2 2024 in Review

Janiczek Wealth Management reduced its Algonquin Power & Utilities (AQN) stake by 35% in Q2 2024, selling an estimated $2.23K and leaving 664 shares worth $3.89K. The position accounts for ﹤0.01% of the portfolio, ranked #768.

Janiczek Wealth Management first reported a position in AQN in Q1 2023 and has held it in 6 quarters since. The position peaked at $6.5K in Q1 2024. 257 funds tracked by Wall St. Rank hold AQN as of Q2 2024.

Janiczek Wealth Management held 664 shares of Algonquin Power & Utilities worth $3.89K as of Q2 2024.
Janiczek Wealth Management sold 359 Algonquin Power & Utilities shares in Q2 2024, an estimated $2.23K.
Algonquin Power & Utilities made up ﹤0.01% of Janiczek Wealth Management's portfolio in Q2 2024, its #768 holding.
Janiczek Wealth Management first reported a position in Algonquin Power & Utilities in Q1 2023 and has held it in 6 quarters since.
Janiczek Wealth Management's Algonquin Power & Utilities position peaked at $6.5K in Q1 2024.
257 funds tracked by Wall St. Rank held Algonquin Power & Utilities as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.