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LGT Financial Advisors’s Algonquin Power & Utilities AQN Stock Holding History

LGT Financial Advisors’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
Q4 		– Sell
-39
Closed -$231 – 850
2023
Q3 		$231 Buy
+39
New +$294 ﹤0.01% 919

Other funds holding AQN

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
EdgePoint Investment Group
EdgePoint Investment Group Toronto, Ontario, Canada $13.2B AUM 32.43% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

LGT Financial Advisors's AQN Position: Q4 2023 in Review

LGT Financial Advisors sold out of Algonquin Power & Utilities (AQN) in Q4 2023, closing a stake of 39 shares — an estimated $231 sold.

LGT Financial Advisors first reported a position in AQN in Q3 2023 and held it in 1 quarter. The position peaked at $231 in Q3 2023. 254 funds tracked by Wall St. Rank hold AQN as of Q4 2023.

  • LGT Financial Advisors reported no remaining Algonquin Power & Utilities position as of Q4 2023 after selling out during the quarter.
  • LGT Financial Advisors sold 39 Algonquin Power & Utilities shares in Q4 2023, an estimated $231.
  • LGT Financial Advisors first reported a position in Algonquin Power & Utilities in Q3 2023 and held it in 1 quarter.
  • LGT Financial Advisors's Algonquin Power & Utilities position peaked at $231 in Q3 2023.
  • 254 funds tracked by Wall St. Rank held Algonquin Power & Utilities as of Q4 2023.

Based on LGT Financial Advisors's 13F filing for Q4 2023, filed 12 Feb 2024.