Capital World Investors’s Algonquin Power & Utilities AQN Stock Holding History

Capital World Investors’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 Q4	–	Sell	-20,789	Closed	-$302K	–	569
2020 Q3	$302K	Buy	20,789 +8,504	+69%	+$117K	﹤0.01%	557
2020 Q2	$159K	Hold	12,285	–	–	﹤0.01%	525
2020 Q1	$165K	Sell	12,285 -6,650	-35%	-$96.9K	﹤0.01%	513
2019 Q4	$268K	Buy	+18,935	New	+$263K	﹤0.01%	510

Other funds holding AQN

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Capital World Investors's AQN Position: Q4 2020 in Review

Capital World Investors sold out of Algonquin Power & Utilities (AQN) in Q4 2020, closing a stake of 20,789 shares — an estimated $302K sold.

Capital World Investors first reported a position in AQN in Q4 2019 and held it in 4 quarters. The position peaked at $302K in Q3 2020. 230 funds tracked by Wall St. Rank hold AQN as of Q4 2020.

Capital World Investors reported no remaining Algonquin Power & Utilities position as of Q4 2020 after selling out during the quarter.
Capital World Investors sold 20,789 Algonquin Power & Utilities shares in Q4 2020, an estimated $302K.
Capital World Investors first reported a position in Algonquin Power & Utilities in Q4 2019 and held it in 4 quarters.
Capital World Investors's Algonquin Power & Utilities position peaked at $302K in Q3 2020.
230 funds tracked by Wall St. Rank held Algonquin Power & Utilities as of Q4 2020.

Based on Capital World Investors's 13F filing for Q4 2020, filed 12 Feb 2021.