King Wealth Management Group’s Algonquin Power & Utilities AQN Stock Holding History

King Wealth Management Group’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 Q4	–	Sell	-25,000	Closed	-$148K	–	141
2023 Q3	$148K	Hold	25,000	–	–	0.03%	138
2023 Q2	$207K	Hold	25,000	–	–	0.04%	138
2023 Q1	$210K	Hold	25,000	–	–	0.05%	133
2022 Q4	$163K	Hold	25,000	–	–	0.04%	134
2022 Q3	$273K	Hold	25,000	–	–	0.07%	116
2022 Q2	$336K	Hold	25,000	–	–	0.08%	111
2022 Q1	$388K	Hold	25,000	–	–	0.08%	108
2021 Q4	$361K	Hold	25,000	–	–	0.07%	122
2021 Q3	$367K	Sell	25,000 -1,200	-5%	-$18.5K	0.08%	119
2021 Q2	$390K	Hold	26,200	–	–	0.08%	114
2021 Q1	$415K	Hold	26,200	–	–	0.09%	108
2020 Q4	$431K	Hold	26,200	–	–	0.1%	101
2020 Q3	$381K	Hold	26,200	–	–	0.1%	105
2020 Q2	$339K	Hold	26,200	–	–	0.1%	103
2020 Q1	$351K	Hold	26,200	–	–	0.15%	83
2019 Q4	$371K	Hold	26,200	–	–	0.1%	94
2019 Q3	$359K	Buy	26,200 +1,200	+5%	+$15.5K	0.1%	87
2019 Q2	$303K	Hold	25,000	–	–	0.09%	101
2019 Q1	$282K	Hold	25,000	–	–	0.09%	104
2018 Q4	$251K	Buy	+25,000	New	+$257K	0.09%	103

Other funds holding AQN

Starboard Value New York $4.52B AUM 19.34% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

EIG

EdgePoint Investment Group Toronto, Ontario, Canada $13.2B AUM 32.43% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

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

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

King Wealth Management Group's AQN Position: Q4 2023 in Review

King Wealth Management Group sold out of Algonquin Power & Utilities (AQN) in Q4 2023, closing a stake of 25,000 shares — an estimated $148K sold.

King Wealth Management Group first reported a position in AQN in Q4 2018 and held it in 20 quarters. The position peaked at $431K in Q4 2020. 254 funds tracked by Wall St. Rank hold AQN as of Q4 2023.

King Wealth Management Group reported no remaining Algonquin Power & Utilities position as of Q4 2023 after selling out during the quarter.
King Wealth Management Group sold 25,000 Algonquin Power & Utilities shares in Q4 2023, an estimated $148K.
King Wealth Management Group first reported a position in Algonquin Power & Utilities in Q4 2018 and held it in 20 quarters.
King Wealth Management Group's Algonquin Power & Utilities position peaked at $431K in Q4 2020.
254 funds tracked by Wall St. Rank held Algonquin Power & Utilities as of Q4 2023.

Based on King Wealth Management Group's 13F filing for Q4 2023, filed 8 Feb 2024.