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Schechter Investment Advisors’s Algonquin Power & Utilities AQN Stock Holding History

Schechter Investment 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
2023
Q3 		– Sell
-20,223
Closed -$167K – 642
2023
Q2 		$167K Buy
20,223
+666
+3% +$5.66K 0.02% 598
2023
Q1 		$164K Buy
+19,557
New +$147K 0.02% 631
2022
Q4 		– Sell
-10,167
Closed -$112K – 862
2022
Q3 		$112K Buy
+10,167
New +$138K 0.01% 890

Other funds holding AQN

SV
Starboard Value New York $4.52B AUM 19.34% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $13.2B AUM 32.43% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
CM
Corvex Management New York $3.27B AUM 38.53% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Schechter Investment Advisors's AQN Position: Q3 2023 in Review

Schechter Investment Advisors sold out of Algonquin Power & Utilities (AQN) in Q3 2023, closing a stake of 20,223 shares — an estimated $167K sold.

Schechter Investment Advisors first reported a position in AQN in Q3 2022 and held it in 3 quarters. The position peaked at $167K in Q2 2023. 263 funds tracked by Wall St. Rank hold AQN as of Q3 2023.

  • Schechter Investment Advisors reported no remaining Algonquin Power & Utilities position as of Q3 2023 after selling out during the quarter.
  • Schechter Investment Advisors sold 20,223 Algonquin Power & Utilities shares in Q3 2023, an estimated $167K.
  • Schechter Investment Advisors first reported a position in Algonquin Power & Utilities in Q3 2022 and held it in 3 quarters.
  • Schechter Investment Advisors's Algonquin Power & Utilities position peaked at $167K in Q2 2023.
  • 263 funds tracked by Wall St. Rank held Algonquin Power & Utilities as of Q3 2023.

Based on Schechter Investment Advisors's 13F filing for Q3 2023, filed 6 Nov 2023.