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Long Run Wealth Advisors’s Algonquin Power & Utilities AQN Stock Holding History

Long Run Wealth 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
2024
Q1 		– Sell
-25,000
Closed -$158K – 96
2023
Q4 		$158K Buy
+25,000
New +$146K 0.05% 93

Other funds holding AQN

SV
Starboard Value New York $4.52B AUM 19.34% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $13.2B AUM 32.43% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

Long Run Wealth Advisors's AQN Position: Q1 2024 in Review

Long Run Wealth Advisors sold out of Algonquin Power & Utilities (AQN) in Q1 2024, closing a stake of 25,000 shares — an estimated $158K sold.

Long Run Wealth Advisors first reported a position in AQN in Q4 2023 and held it in 1 quarter. The position peaked at $158K in Q4 2023. 237 funds tracked by Wall St. Rank hold AQN as of Q1 2024.

  • Long Run Wealth Advisors reported no remaining Algonquin Power & Utilities position as of Q1 2024 after selling out during the quarter.
  • Long Run Wealth Advisors sold 25,000 Algonquin Power & Utilities shares in Q1 2024, an estimated $158K.
  • Long Run Wealth Advisors first reported a position in Algonquin Power & Utilities in Q4 2023 and held it in 1 quarter.
  • Long Run Wealth Advisors's Algonquin Power & Utilities position peaked at $158K in Q4 2023.
  • 237 funds tracked by Wall St. Rank held Algonquin Power & Utilities as of Q1 2024.

Based on Long Run Wealth Advisors's 13F filing for Q1 2024, filed 25 Apr 2024.