TWD
AQN icon

True Wealth Design’s Algonquin Power & Utilities AQN Stock Holding History

True Wealth Design’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
-9
Closed -$50 – 1361
2024
Q3 		$50 Sell
9
-17
-65% -$97 ﹤0.01% 1256
2024
Q2 		$153 Hold
26
– – ﹤0.01% 758
2024
Q1 		$165 Buy
26
+5
+24% +$30 ﹤0.01% 751
2023
Q4 		$133 Buy
21
+2
+11% +$12 ﹤0.01% 726
2023
Q3 		$113 Buy
19
+1
+6% +$8 ﹤0.01% 710
2023
Q2 		$149 Buy
18
+3
+20% +$25 ﹤0.01% 693
2023
Q1 		$126 Buy
15
+1
+7% +$8 ﹤0.01% 779
2022
Q4 		$91 Buy
+14
New +$125 ﹤0.01% 739

Other funds holding AQN

SV
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
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
EIG
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
BCIM
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