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Seven Mile Advisory’s Algonquin Power & Utilities AQN Stock Holding History

Seven Mile Advisory’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
Q1 		– Sell
-10,598
Closed -$67K – 159
2023
Q4 		$67K Buy
+10,598
New +$61.9K 0.06% 148

Other funds holding AQN

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

Seven Mile Advisory's AQN Position: Q1 2024 in Review

Seven Mile Advisory sold out of Algonquin Power & Utilities (AQN) in Q1 2024, closing a stake of 10,598 shares — an estimated $67K sold.

Seven Mile Advisory first reported a position in AQN in Q4 2023 and held it in 1 quarter. The position peaked at $67K in Q4 2023. 237 funds tracked by Wall St. Rank hold AQN as of Q1 2024.

  • Seven Mile Advisory reported no remaining Algonquin Power & Utilities position as of Q1 2024 after selling out during the quarter.
  • Seven Mile Advisory sold 10,598 Algonquin Power & Utilities shares in Q1 2024, an estimated $67K.
  • Seven Mile Advisory first reported a position in Algonquin Power & Utilities in Q4 2023 and held it in 1 quarter.
  • Seven Mile Advisory's Algonquin Power & Utilities position peaked at $67K in Q4 2023.
  • 237 funds tracked by Wall St. Rank held Algonquin Power & Utilities as of Q1 2024.

Based on Seven Mile Advisory's 13F filing for Q1 2024, filed 8 May 2024.