Horizon Investment Services’s Algonquin Power & Utilities AQN Stock Holding History

Horizon Investment Services’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 Q3	–	Sell	-32,458	Closed	-$483K	–	114
2021 Q2	$483K	Buy	32,458 +4,858	+18%	+$76.5K	0.24%	73
2021 Q1	$437K	Buy	+27,600	New	+$455K	0.23%	75

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

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

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

Norges Bank Oslo, Norway $1T AUM

Horizon Investment Services's AQN Position: Q3 2021 in Review

Horizon Investment Services sold out of Algonquin Power & Utilities (AQN) in Q3 2021, closing a stake of 32,458 shares — an estimated $483K sold.

Horizon Investment Services first reported a position in AQN in Q1 2021 and held it in 2 quarters. The position peaked at $483K in Q2 2021. 236 funds tracked by Wall St. Rank hold AQN as of Q3 2021.

Horizon Investment Services reported no remaining Algonquin Power & Utilities position as of Q3 2021 after selling out during the quarter.
Horizon Investment Services sold 32,458 Algonquin Power & Utilities shares in Q3 2021, an estimated $483K.
Horizon Investment Services first reported a position in Algonquin Power & Utilities in Q1 2021 and held it in 2 quarters.
Horizon Investment Services's Algonquin Power & Utilities position peaked at $483K in Q2 2021.
236 funds tracked by Wall St. Rank held Algonquin Power & Utilities as of Q3 2021.

Based on Horizon Investment Services's 13F filing for Q3 2021, filed 12 Nov 2021.