LNWWM
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Laird Norton Wetherby Wealth Management’s Algonquin Power & Utilities AQN Stock Holding History

Laird Norton Wetherby 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
Q4 		– Sell
-14,165
Closed -$77.2K – 901
2024
Q3 		$77.2K Sell
14,165
-12,128
-46% -$68.9K ﹤0.01% 923
2024
Q2 		$154K Sell
26,293
-2,355
-8% -$14.6K 0.01% 887
2024
Q1 		$181K Buy
28,648
+1,478
+5% +$8.96K 0.01% 896
2023
Q4 		$172K Buy
27,170
+15,578
+134% +$91K 0.01% 863
2023
Q3 		$68.6K Sell
11,592
-38,569
-77% -$291K ﹤0.01% 886
2023
Q2 		$414K Sell
50,161
-4,359
-8% -$37K 0.02% 609
2023
Q1 		$458K Buy
+54,520
New +$410K 0.03% 569

Other funds holding AQN

SV
Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return
BCIM
British Columbia Investment Management Victoria, British Columbia, Canada $16.9B AUM 31.69% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $97.7B AUM 31.26% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.1B AUM 35.3% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return