FORA Capital’s Algonquin Power & Utilities AQN Stock Holding History

FORA Capital’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	-8,083	Closed	-$133K	–	763
2020 Q4	$133K	Buy	+8,083	New	+$127K	0.02%	597
2020 Q3	–	Sell	-6,997	Closed	-$91K	–	650
2020 Q2	$91K	Buy	+6,997	New	+$95.7K	0.03%	514
2020 Q1	–	Sell	-11,446	Closed	-$162K	–	1025
2019 Q4	$162K	Buy	+11,446	New	+$159K	0.02%	663

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

FORA Capital's AQN Position: Q1 2021 in Review

FORA Capital sold out of Algonquin Power & Utilities (AQN) in Q1 2021, closing a stake of 8,083 shares — an estimated $133K sold.

FORA Capital first reported a position in AQN in Q4 2019 and held it in 3 quarters. The position peaked at $162K in Q4 2019. 230 funds tracked by Wall St. Rank hold AQN as of Q1 2021.

FORA Capital reported no remaining Algonquin Power & Utilities position as of Q1 2021 after selling out during the quarter.
FORA Capital sold 8,083 Algonquin Power & Utilities shares in Q1 2021, an estimated $133K.
FORA Capital first reported a position in Algonquin Power & Utilities in Q4 2019 and held it in 3 quarters.
FORA Capital's Algonquin Power & Utilities position peaked at $162K in Q4 2019.
230 funds tracked by Wall St. Rank held Algonquin Power & Utilities as of Q1 2021.

Based on FORA Capital's 13F filing for Q1 2021, filed 17 May 2021.