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Atria Investments’s Algonquin Power & Utilities AQN Stock Holding History

Atria 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
2020
Q2 		– Sell
-18,759
Closed -$251K – 530
2020
Q1 		$251K Buy
+18,759
New +$273K 0.02% 474

Other funds holding AQN

Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Atria Investments's AQN Position: Q2 2020 in Review

Atria Investments sold out of Algonquin Power & Utilities (AQN) in Q2 2020, closing a stake of 18,759 shares — an estimated $251K sold.

Atria Investments first reported a position in AQN in Q1 2020 and held it in 1 quarter. The position peaked at $251K in Q1 2020. 209 funds tracked by Wall St. Rank hold AQN as of Q2 2020.

  • Atria Investments reported no remaining Algonquin Power & Utilities position as of Q2 2020 after selling out during the quarter.
  • Atria Investments sold 18,759 Algonquin Power & Utilities shares in Q2 2020, an estimated $251K.
  • Atria Investments first reported a position in Algonquin Power & Utilities in Q1 2020 and held it in 1 quarter.
  • Atria Investments's Algonquin Power & Utilities position peaked at $251K in Q1 2020.
  • 209 funds tracked by Wall St. Rank held Algonquin Power & Utilities as of Q2 2020.

Based on Atria Investments's 13F filing for Q2 2020, filed 13 Aug 2020.