West Tower Group’s Algonquin Power & Utilities AQN Stock Holding History

West Tower 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
2023 Q4	–	Sell	-2,709	Closed	-$16K	–	519
2023 Q3	$16K	Buy	+2,709	New	+$20.4K	0.01%	343

Other funds holding AQN

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

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

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

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

West Tower Group's AQN Position: Q4 2023 in Review

West Tower Group sold out of Algonquin Power & Utilities (AQN) in Q4 2023, closing a stake of 2,709 shares — an estimated $16K sold.

West Tower Group first reported a position in AQN in Q3 2023 and held it in 1 quarter. The position peaked at $16K in Q3 2023. 254 funds tracked by Wall St. Rank hold AQN as of Q4 2023.

West Tower Group reported no remaining Algonquin Power & Utilities position as of Q4 2023 after selling out during the quarter.
West Tower Group sold 2,709 Algonquin Power & Utilities shares in Q4 2023, an estimated $16K.
West Tower Group first reported a position in Algonquin Power & Utilities in Q3 2023 and held it in 1 quarter.
West Tower Group's Algonquin Power & Utilities position peaked at $16K in Q3 2023.
254 funds tracked by Wall St. Rank held Algonquin Power & Utilities as of Q4 2023.

Based on West Tower Group's 13F filing for Q4 2023, filed 14 Feb 2024.