OLVIG
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Oliver Lagore Vanvalin Investment Group’s Algonquin Power & Utilities AQN Stock Holding History

Oliver Lagore Vanvalin Investment Group’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
Q3 		– Sell
-500
Closed -$7K – 632
2022
Q2 		$7K Hold
500
– – ﹤0.01% 369
2022
Q1 		$8K Buy
+500
New +$7.21K 0.01% 351

Other funds holding AQN

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
SC
Scotia Capital Toronto, Ontario, Canada $24.3B AUM 29.21% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return

Oliver Lagore Vanvalin Investment Group's AQN Position: Q3 2022 in Review

Oliver Lagore Vanvalin Investment Group sold out of Algonquin Power & Utilities (AQN) in Q3 2022, closing a stake of 500 shares — an estimated $7K sold.

Oliver Lagore Vanvalin Investment Group first reported a position in AQN in Q1 2022 and held it in 2 quarters. The position peaked at $8K in Q1 2022. 262 funds tracked by Wall St. Rank hold AQN as of Q3 2022.

  • Oliver Lagore Vanvalin Investment Group reported no remaining Algonquin Power & Utilities position as of Q3 2022 after selling out during the quarter.
  • Oliver Lagore Vanvalin Investment Group sold 500 Algonquin Power & Utilities shares in Q3 2022, an estimated $7K.
  • Oliver Lagore Vanvalin Investment Group first reported a position in Algonquin Power & Utilities in Q1 2022 and held it in 2 quarters.
  • Oliver Lagore Vanvalin Investment Group's Algonquin Power & Utilities position peaked at $8K in Q1 2022.
  • 262 funds tracked by Wall St. Rank held Algonquin Power & Utilities as of Q3 2022.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q3 2022, filed 15 Nov 2022.