MV Capital Management’s Algonquin Power & Utilities AQN Stock Holding History

MV Capital 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	-300	Closed	-$1.96K	–	697
2022 Q4	$1.96K	Hold	300	–	–	﹤0.01%	614
2022 Q3	$3K	Sell	300 -300	-50%	-$4.07K	﹤0.01%	579
2022 Q2	$8K	Hold	600	–	–	﹤0.01%	470
2022 Q1	$9K	Hold	600	–	–	﹤0.01%	486
2021 Q4	$9K	Hold	600	–	–	﹤0.01%	475
2021 Q3	$9K	Buy	+600	New	+$9.25K	﹤0.01%	441

Other funds holding AQN

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

EIG

EdgePoint Investment Group Toronto, Ontario, Canada $13.2B AUM 32.43% 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

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

Norges Bank Oslo, Norway $1T AUM

Corvex Management New York $3.27B AUM 38.53% 1-Year Est. Return

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

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

MV Capital Management's AQN Position: Q1 2023 in Review

MV Capital Management sold out of Algonquin Power & Utilities (AQN) in Q1 2023, closing a stake of 300 shares — an estimated $1.96K sold.

MV Capital Management first reported a position in AQN in Q3 2021 and held it in 6 quarters. The position peaked at $9K in Q1 2022. 279 funds tracked by Wall St. Rank hold AQN as of Q1 2023.

MV Capital Management reported no remaining Algonquin Power & Utilities position as of Q1 2023 after selling out during the quarter.
MV Capital Management sold 300 Algonquin Power & Utilities shares in Q1 2023, an estimated $1.96K.
MV Capital Management first reported a position in Algonquin Power & Utilities in Q3 2021 and held it in 6 quarters.
MV Capital Management's Algonquin Power & Utilities position peaked at $9K in Q1 2022.
279 funds tracked by Wall St. Rank held Algonquin Power & Utilities as of Q1 2023.

Based on MV Capital Management's 13F filing for Q1 2023, filed 26 Apr 2023.