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Wealth Alliance Advisory Group’s Algonquin Power & Utilities AQN Stock Holding History

Wealth Alliance Advisory Group’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
2022
Q4 		– Sell
-11,290
Closed -$123K – 174
2022
Q3 		$123K Buy
+11,290
New +$153K 0.05% 145

Other funds holding AQN

Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 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
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Wealth Alliance Advisory Group's AQN Position: Q4 2022 in Review

Wealth Alliance Advisory Group sold out of Algonquin Power & Utilities (AQN) in Q4 2022, closing a stake of 11,290 shares — an estimated $123K sold.

Wealth Alliance Advisory Group first reported a position in AQN in Q3 2022 and held it in 1 quarter. The position peaked at $123K in Q3 2022. 265 funds tracked by Wall St. Rank hold AQN as of Q4 2022.

  • Wealth Alliance Advisory Group reported no remaining Algonquin Power & Utilities position as of Q4 2022 after selling out during the quarter.
  • Wealth Alliance Advisory Group sold 11,290 Algonquin Power & Utilities shares in Q4 2022, an estimated $123K.
  • Wealth Alliance Advisory Group first reported a position in Algonquin Power & Utilities in Q3 2022 and held it in 1 quarter.
  • Wealth Alliance Advisory Group's Algonquin Power & Utilities position peaked at $123K in Q3 2022.
  • 265 funds tracked by Wall St. Rank held Algonquin Power & Utilities as of Q4 2022.

Based on Wealth Alliance Advisory Group's 13F filing for Q4 2022, filed 17 Jan 2023.