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

Starboard Value New York $4.52B AUM 19.34% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

EIG

EdgePoint Investment Group Toronto, Ontario, Canada $13.2B AUM 32.43% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

BCIM

British Columbia Investment Management Victoria, British Columbia, Canada $16B AUM 37.57% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Laird Norton Wetherby Wealth Management's AQN Position: Q4 2024 in Review

Laird Norton Wetherby Wealth Management sold out of Algonquin Power & Utilities (AQN) in Q4 2024, closing a stake of 14,165 shares — an estimated $77.2K sold.

Laird Norton Wetherby Wealth Management first reported a position in AQN in Q1 2023 and held it in 7 quarters. The position peaked at $458K in Q1 2023. 226 funds tracked by Wall St. Rank hold AQN as of Q4 2024.

Laird Norton Wetherby Wealth Management reported no remaining Algonquin Power & Utilities position as of Q4 2024 after selling out during the quarter.
Laird Norton Wetherby Wealth Management sold 14,165 Algonquin Power & Utilities shares in Q4 2024, an estimated $77.2K.
Laird Norton Wetherby Wealth Management first reported a position in Algonquin Power & Utilities in Q1 2023 and held it in 7 quarters.
Laird Norton Wetherby Wealth Management's Algonquin Power & Utilities position peaked at $458K in Q1 2023.
226 funds tracked by Wall St. Rank held Algonquin Power & Utilities as of Q4 2024.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q4 2024, filed 14 Feb 2025.