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

Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return

Fidelity International

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return

British Columbia Investment Management Victoria, British Columbia, Canada $16.9B AUM 31.69% 1-Year Est. Return

National Bank of Canada

National Bank of Canada Montreal, Quebec, Canada $97.7B AUM 31.26% 1-Year Est. Return

Bank of Nova Scotia

Bank of Nova Scotia Toronto, Ontario, Canada $57.1B AUM 35.3% 1-Year Est. Return

Manulife (Manufacturers Life Insurance)

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return