Industrial Alliance Investment Management’s Algonquin Power & Utilities AQN Stock Holding History

Industrial Alliance Investment 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
2023 Q1	–	Sell	-425,381	Closed	-$2.77M	–	521
2022 Q4	$2.77M	Sell	425,381 -101,750	-19%	-$907K	0.08%	198
2022 Q3	$5.75M	Hold	527,131	–	–	0.17%	130
2022 Q2	$7.08M	Buy	527,131 +116,810	+28%	+$1.69M	0.2%	119
2022 Q1	$6.37M	Buy	410,321 +106,616	+35%	+$1.54M	0.15%	142
2021 Q4	$4.39M	Buy	+303,705	New	+$4.35M	0.1%	176

Other funds holding AQN

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

EIG

EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 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

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

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

Norges Bank Oslo, Norway $935B AUM

Corvex Management New York $2.52B AUM 25.53% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Industrial Alliance Investment Management's AQN Position: Q1 2023 in Review

Industrial Alliance Investment Management sold out of Algonquin Power & Utilities (AQN) in Q1 2023, closing a stake of 425,381 shares — an estimated $2.77M sold.

Industrial Alliance Investment Management first reported a position in AQN in Q4 2021 and held it in 5 quarters. The position peaked at $7.08M in Q2 2022. 278 funds tracked by Wall St. Rank hold AQN as of Q1 2023.

Industrial Alliance Investment Management reported no remaining Algonquin Power & Utilities position as of Q1 2023 after selling out during the quarter.
Industrial Alliance Investment Management sold 425,381 Algonquin Power & Utilities shares in Q1 2023, an estimated $2.77M.
Industrial Alliance Investment Management first reported a position in Algonquin Power & Utilities in Q4 2021 and held it in 5 quarters.
Industrial Alliance Investment Management's Algonquin Power & Utilities position peaked at $7.08M in Q2 2022.
278 funds tracked by Wall St. Rank held Algonquin Power & Utilities as of Q1 2023.

Based on Industrial Alliance Investment Management's 13F filing for Q1 2023, filed 11 May 2023.