Mach-1 Financial Group’s Algonquin Power & Utilities AQN Stock Holding History

Mach-1 Financial 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
2022 Q4	–	Sell	-162	Closed	-$1K	–	180
2022 Q3	$1K	Hold	162	–	–	﹤0.01%	358
2022 Q2	$2K	Hold	162	–	–	﹤0.01%	350
2022 Q1	$2K	Hold	162	–	–	﹤0.01%	174
2021 Q4	$2K	Buy	+162	New	+$2.32K	﹤0.01%	191
2021 Q3	–	Sell	-162	Closed	-$2K	–	24
2021 Q2	$2K	Buy	+162	New	+$2.55K	﹤0.01%	122

Other funds holding AQN

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

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

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

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

Norges Bank Oslo, Norway $1T AUM

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Mach-1 Financial Group's AQN Position: Q4 2022 in Review

Mach-1 Financial Group sold out of Algonquin Power & Utilities (AQN) in Q4 2022, closing a stake of 162 shares — an estimated $1K sold.

Mach-1 Financial Group first reported a position in AQN in Q2 2021 and held it in 5 quarters. The position peaked at $2K in Q2 2022. 265 funds tracked by Wall St. Rank hold AQN as of Q4 2022.

Mach-1 Financial Group reported no remaining Algonquin Power & Utilities position as of Q4 2022 after selling out during the quarter.
Mach-1 Financial Group sold 162 Algonquin Power & Utilities shares in Q4 2022, an estimated $1K.
Mach-1 Financial Group first reported a position in Algonquin Power & Utilities in Q2 2021 and held it in 5 quarters.
Mach-1 Financial Group's Algonquin Power & Utilities position peaked at $2K in Q2 2022.
265 funds tracked by Wall St. Rank held Algonquin Power & Utilities as of Q4 2022.

Based on Mach-1 Financial Group's 13F filing for Q4 2022, filed 2 Feb 2023.