CWH Capital Management’s Algonquin Power & Utilities AQN Stock Holding History

CWH Capital Management’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	$577K	Buy	35,033 +13,889	+66%	+$219K	0.24%	59
2020 Q3	$307K	Buy	+21,144	New	+$290K	0.14%	63

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

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

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

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

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

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

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

Norges Bank Oslo, Norway $1T AUM

CWH Capital Management's AQN Position: Q4 2020 in Review

CWH Capital Management increased its Algonquin Power & Utilities (AQN) stake by 66% in Q4 2020, buying an estimated $219K and bringing the position to 35,033 shares worth $577K. The position accounts for 0.24% of the portfolio, ranked #59.

CWH Capital Management first reported a position in AQN in Q3 2020 and has held it in 2 quarters since. 230 funds tracked by Wall St. Rank hold AQN as of Q4 2020.

CWH Capital Management held 35,033 shares of Algonquin Power & Utilities worth $577K as of Q4 2020.
CWH Capital Management bought 13,889 Algonquin Power & Utilities shares in Q4 2020, an estimated $219K.
Algonquin Power & Utilities made up 0.24% of CWH Capital Management's portfolio in Q4 2020, its #59 holding.
CWH Capital Management first reported a position in Algonquin Power & Utilities in Q3 2020 and has held it in 2 quarters since.
230 funds tracked by Wall St. Rank held Algonquin Power & Utilities as of Q4 2020.

Based on CWH Capital Management's 13F filing for Q4 2020, filed 2 Feb 2021.