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Laurel Wealth Advisors (California)’s Algonquin Power & Utilities AQN Stock Holding History

Laurel Wealth Advisors (California)’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
2022
Q4 		$200K Sell
30,750
-545
-2% -$4.86K 0.02% 641
2022
Q3 		$342K Buy
31,295
+250
+0.8% +$3.39K 0.04% 445
2022
Q2 		$417K Sell
31,045
-680
-2% -$9.84K 0.04% 403
2022
Q1 		$492K Sell
31,725
-31,930
-50% -$461K 0.04% 417
2021
Q4 		$920K Sell
63,655
-9,355
-13% -$134K 0.07% 279
2021
Q3 		$1.07M Sell
73,010
-1,350
-2% -$20.8K 0.2% 122
2021
Q2 		$1.11M Buy
74,360
+6,700
+10% +$106K 0.14% 161
2021
Q1 		$1.07M Buy
67,660
+100
+0.1% +$1.65K 0.16% 153
2020
Q4 		$1.11M Buy
67,560
+510
+0.8% +$8.04K 0.16% 143
2020
Q3 		$975K Buy
+67,050
New +$920K 0.16% 138

Other funds holding AQN

Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $51.9B AUM 40.86% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.1B AUM 35.3% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $56.9B AUM 39.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return