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West Family Investments’s Algonquin Power & Utilities AQN Stock Holding History

West Family Investments’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
-16,383
Closed -$89.3K – 288
2024
Q3 		$89.3K Buy
16,383
+107
+0.7% +$608 0.03% 289
2024
Q2 		$95.4K Hold
16,276
– – 0.03% 246
2024
Q1 		$103K Buy
16,276
+4,907
+43% +$29.7K 0.03% 252
2023
Q4 		$71.9K Buy
+11,369
New +$66.4K 0.02% 233
2023
Q3 		– Sell
-15,469
Closed -$128K – 229
2023
Q2 		$128K Buy
+15,469
New +$131K 0.05% 225

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 $570B 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 $269B AUM 31.4% 1-Year Est. Return
BCIM
British Columbia Investment Management Victoria, British Columbia, Canada $17B AUM 31.69% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B 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

West Family Investments's AQN Position: Q4 2024 in Review

West Family Investments sold out of Algonquin Power & Utilities (AQN) in Q4 2024, closing a stake of 16,383 shares — an estimated $89.3K sold.

West Family Investments first reported a position in AQN in Q2 2023 and held it in 5 quarters. The position peaked at $128K in Q2 2023. 225 funds tracked by Wall St. Rank hold AQN as of Q4 2024.

  • West Family Investments reported no remaining Algonquin Power & Utilities position as of Q4 2024 after selling out during the quarter.
  • West Family Investments sold 16,383 Algonquin Power & Utilities shares in Q4 2024, an estimated $89.3K.
  • West Family Investments first reported a position in Algonquin Power & Utilities in Q2 2023 and held it in 5 quarters.
  • West Family Investments's Algonquin Power & Utilities position peaked at $128K in Q2 2023.
  • 225 funds tracked by Wall St. Rank held Algonquin Power & Utilities as of Q4 2024.

Based on West Family Investments's 13F filing for Q4 2024, filed 7 Feb 2025.