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Personal CFO Solutions’s Algonquin Power & Utilities AQN Stock Holding History

Personal CFO Solutions’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
Q4 		– Sell
-10,000
Closed -$54.5K – 460
2024
Q3 		$54.5K Buy
+10,000
New +$56.8K 0.01% 558
2023
Q1 		– Sell
-11,708
Closed -$76.3K – 471
2022
Q4 		$76.3K Sell
11,708
-4,802
-29% -$42.8K 0.02% 446
2022
Q3 		$180K Sell
16,510
-221
-1% -$3K 0.05% 384
2022
Q2 		$225K Sell
16,731
-26
-0.2% -$376 0.05% 355
2022
Q1 		$260K Buy
16,757
+757
+5% +$10.9K 0.05% 371
2021
Q4 		$231K Buy
16,000
+139
+0.9% +$1.99K 0.04% 404
2021
Q3 		$233K Buy
15,861
+514
+3% +$7.93K 0.05% 384
2021
Q2 		$228K Buy
15,347
+47
+0.3% +$740 0.05% 374
2021
Q1 		$242K Buy
15,300
+812
+6% +$13.4K 0.05% 326
2020
Q4 		$238K Buy
+14,488
New +$228K 0.06% 309
2020
Q2 		– Sell
-15,735
Closed -$211K – 316
2020
Q1 		$211K Buy
15,735
+1,082
+7% +$15.8K 0.08% 233
2019
Q4 		$207K Buy
+14,653
New +$203K 0.06% 311

Other funds holding AQN

SV
Starboard Value New York $4.52B AUM 19.34% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 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 $672B AUM 33.48% 1-Year Est. Return
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $13.2B AUM 32.43% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
BCIM
British Columbia Investment Management Victoria, British Columbia, Canada $16B AUM 37.57% 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
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Personal CFO Solutions's AQN Position: Q4 2024 in Review

Personal CFO Solutions sold out of Algonquin Power & Utilities (AQN) in Q4 2024, closing a stake of 10,000 shares — an estimated $54.5K sold.

Personal CFO Solutions first reported a position in AQN in Q4 2019 and held it in 12 quarters. The position peaked at $260K in Q1 2022. 226 funds tracked by Wall St. Rank hold AQN as of Q4 2024.

  • Personal CFO Solutions reported no remaining Algonquin Power & Utilities position as of Q4 2024 after selling out during the quarter.
  • Personal CFO Solutions sold 10,000 Algonquin Power & Utilities shares in Q4 2024, an estimated $54.5K.
  • Personal CFO Solutions first reported a position in Algonquin Power & Utilities in Q4 2019 and held it in 12 quarters.
  • Personal CFO Solutions's Algonquin Power & Utilities position peaked at $260K in Q1 2022.
  • 226 funds tracked by Wall St. Rank held Algonquin Power & Utilities as of Q4 2024.

Based on Personal CFO Solutions's 13F filing for Q4 2024, filed 7 Feb 2025.