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Independent Advisor Alliance’s Algonquin Power & Utilities AQN Stock Holding History

Independent Advisor Alliance’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
Q1 		– Sell
-56,438
Closed -$799K – 442
2019
Q4 		$799K Buy
+56,438
New +$782K 0.03% 426

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
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

Independent Advisor Alliance's AQN Position: Q1 2020 in Review

Independent Advisor Alliance sold out of Algonquin Power & Utilities (AQN) in Q1 2020, closing a stake of 56,438 shares — an estimated $799K sold.

Independent Advisor Alliance first reported a position in AQN in Q4 2019 and held it in 1 quarter. The position peaked at $799K in Q4 2019. 189 funds tracked by Wall St. Rank hold AQN as of Q1 2020.

  • Independent Advisor Alliance reported no remaining Algonquin Power & Utilities position as of Q1 2020 after selling out during the quarter.
  • Independent Advisor Alliance sold 56,438 Algonquin Power & Utilities shares in Q1 2020, an estimated $799K.
  • Independent Advisor Alliance first reported a position in Algonquin Power & Utilities in Q4 2019 and held it in 1 quarter.
  • Independent Advisor Alliance's Algonquin Power & Utilities position peaked at $799K in Q4 2019.
  • 189 funds tracked by Wall St. Rank held Algonquin Power & Utilities as of Q1 2020.

Based on Independent Advisor Alliance's 13F filing for Q1 2020, filed 14 May 2020.