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Mirabella Financial Services’s Algonquin Power & Utilities AQN Stock Holding History

Mirabella Financial Services’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
Q2 		– Sell
-165,560
Closed -$1.05M – 445
2024
Q1 		$1.05M Buy
165,560
+145,837
+739% +$884K 0.08% 184
2023
Q4 		$124K Buy
+19,723
New +$115K 0.02% 393
2022
Q4 		– Sell
-31,326
Closed -$348K – 389
2022
Q3 		$348K Buy
+31,326
New +$425K 0.04% 202

Other funds holding AQN

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

Mirabella Financial Services's AQN Position: Q2 2024 in Review

Mirabella Financial Services sold out of Algonquin Power & Utilities (AQN) in Q2 2024, closing a stake of 165,560 shares — an estimated $1.05M sold.

Mirabella Financial Services first reported a position in AQN in Q3 2022 and held it in 3 quarters. The position peaked at $1.05M in Q1 2024. 258 funds tracked by Wall St. Rank hold AQN as of Q2 2024.

  • Mirabella Financial Services reported no remaining Algonquin Power & Utilities position as of Q2 2024 after selling out during the quarter.
  • Mirabella Financial Services sold 165,560 Algonquin Power & Utilities shares in Q2 2024, an estimated $1.05M.
  • Mirabella Financial Services first reported a position in Algonquin Power & Utilities in Q3 2022 and held it in 3 quarters.
  • Mirabella Financial Services's Algonquin Power & Utilities position peaked at $1.05M in Q1 2024.
  • 258 funds tracked by Wall St. Rank held Algonquin Power & Utilities as of Q2 2024.

Based on Mirabella Financial Services's 13F filing for Q2 2024, filed 8 Aug 2024.