Sugarloaf Wealth Management’s Algonquin Power & Utilities AQN Stock Holding History

Sugarloaf Wealth Management’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 Q2	–	Sell	-200	Closed	-$1.68K	–	694
2023 Q1	$1.68K	Hold	200	–	–	﹤0.01%	625
2022 Q4	$1.3K	Hold	200	–	–	﹤0.01%	697
2022 Q3	$3K	Hold	200	–	–	﹤0.01%	660
2022 Q2	$3K	Buy	+200	New	+$2.89K	﹤0.01%	650
2022 Q1	–	Sell	-200	Closed	-$3K	–	711
2021 Q4	$3K	Buy	+200	New	+$2.86K	﹤0.01%	630
2021 Q3	–	Sell	-200	Closed	-$3K	–	761
2021 Q2	$3K	Buy	+200	New	+$3.15K	﹤0.01%	638

Other funds holding AQN

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Starboard Value New York $4.52B AUM 19.34% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

EIG

EdgePoint Investment Group Toronto, Ontario, Canada $13.2B AUM 32.43% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

Sugarloaf Wealth Management's AQN Position: Q2 2023 in Review

Sugarloaf Wealth Management sold out of Algonquin Power & Utilities (AQN) in Q2 2023, closing a stake of 200 shares — an estimated $1.68K sold.

Sugarloaf Wealth Management first reported a position in AQN in Q2 2021 and held it in 6 quarters. The position peaked at $3K in Q3 2022. 277 funds tracked by Wall St. Rank hold AQN as of Q2 2023.

Sugarloaf Wealth Management reported no remaining Algonquin Power & Utilities position as of Q2 2023 after selling out during the quarter.
Sugarloaf Wealth Management sold 200 Algonquin Power & Utilities shares in Q2 2023, an estimated $1.68K.
Sugarloaf Wealth Management first reported a position in Algonquin Power & Utilities in Q2 2021 and held it in 6 quarters.
Sugarloaf Wealth Management's Algonquin Power & Utilities position peaked at $3K in Q3 2022.
277 funds tracked by Wall St. Rank held Algonquin Power & Utilities as of Q2 2023.

Based on Sugarloaf Wealth Management's 13F filing for Q2 2023, filed 13 Jul 2023.