Syverson Strege & Co’s Algonquin Power & Utilities AQN Stock Holding History

Syverson Strege & Co’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	-157	Closed	-$1.32K	–	93
2023 Q1	$1.32K	Buy	+157	New	+$1.18K	﹤0.01%	560

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

Syverson Strege & Co's AQN Position: Q2 2023 in Review

Syverson Strege & Co sold out of Algonquin Power & Utilities (AQN) in Q2 2023, closing a stake of 157 shares — an estimated $1.32K sold.

Syverson Strege & Co first reported a position in AQN in Q1 2023 and held it in 1 quarter. The position peaked at $1.32K in Q1 2023. 277 funds tracked by Wall St. Rank hold AQN as of Q2 2023.

Syverson Strege & Co reported no remaining Algonquin Power & Utilities position as of Q2 2023 after selling out during the quarter.
Syverson Strege & Co sold 157 Algonquin Power & Utilities shares in Q2 2023, an estimated $1.32K.
Syverson Strege & Co first reported a position in Algonquin Power & Utilities in Q1 2023 and held it in 1 quarter.
Syverson Strege & Co's Algonquin Power & Utilities position peaked at $1.32K in Q1 2023.
277 funds tracked by Wall St. Rank held Algonquin Power & Utilities as of Q2 2023.

Based on Syverson Strege & Co's 13F filing for Q2 2023, filed 4 Aug 2023.