Arkadios Wealth Advisors’s Algonquin Power & Utilities AQN Stock Holding History

Arkadios Wealth Advisors’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
2021 Q1	–	Sell	-1,251	Closed	-$20K	–	1636
2020 Q4	$20K	Sell	1,251 -61	-5%	-$961	﹤0.01%	747
2020 Q3	$20.6K	Sell	1,312 -29	-2%	-$398	0.01%	597
2020 Q2	$18.2K	Sell	1,341 -309	-19%	-$4.23K	0.01%	555
2020 Q1	$22.1K	Sell	1,650 -161	-9%	-$2.35K	0.01%	466
2019 Q4	$29.5K	Buy	+1,811	New	+$25.1K	0.02%	390

Other funds holding AQN

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

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

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

Norges Bank Oslo, Norway $1T AUM

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Arkadios Wealth Advisors's AQN Position: Q1 2021 in Review

Arkadios Wealth Advisors sold out of Algonquin Power & Utilities (AQN) in Q1 2021, closing a stake of 1,251 shares — an estimated $20K sold.

Arkadios Wealth Advisors first reported a position in AQN in Q4 2019 and held it in 5 quarters. The position peaked at $29.5K in Q4 2019. 230 funds tracked by Wall St. Rank hold AQN as of Q1 2021.

Arkadios Wealth Advisors reported no remaining Algonquin Power & Utilities position as of Q1 2021 after selling out during the quarter.
Arkadios Wealth Advisors sold 1,251 Algonquin Power & Utilities shares in Q1 2021, an estimated $20K.
Arkadios Wealth Advisors first reported a position in Algonquin Power & Utilities in Q4 2019 and held it in 5 quarters.
Arkadios Wealth Advisors's Algonquin Power & Utilities position peaked at $29.5K in Q4 2019.
230 funds tracked by Wall St. Rank held Algonquin Power & Utilities as of Q1 2021.

Based on Arkadios Wealth Advisors's 13F filing for Q1 2021, filed 26 Apr 2021.