Valeo Financial Advisors’s Algonquin Power & Utilities AQN Stock Holding History

Valeo Financial Advisors’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
2021 Q2	–	Sell	-177	Closed	-$3K	–	597
2021 Q1	$3K	Buy	+177	New	+$2.92K	﹤0.01%	1674
2020 Q3	–	Sell	-640	Closed	-$8K	–	1598
2020 Q2	$8K	Buy	640 +421	+192%	+$5.76K	﹤0.01%	1343
2020 Q1	$3K	Buy	+219	New	+$3.19K	﹤0.01%	1394

Other funds holding AQN

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 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

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

Valeo Financial Advisors's AQN Position: Q2 2021 in Review

Valeo Financial Advisors sold out of Algonquin Power & Utilities (AQN) in Q2 2021, closing a stake of 177 shares — an estimated $3K sold.

Valeo Financial Advisors first reported a position in AQN in Q1 2020 and held it in 3 quarters. The position peaked at $8K in Q2 2020. 234 funds tracked by Wall St. Rank hold AQN as of Q2 2021.

Valeo Financial Advisors reported no remaining Algonquin Power & Utilities position as of Q2 2021 after selling out during the quarter.
Valeo Financial Advisors sold 177 Algonquin Power & Utilities shares in Q2 2021, an estimated $3K.
Valeo Financial Advisors first reported a position in Algonquin Power & Utilities in Q1 2020 and held it in 3 quarters.
Valeo Financial Advisors's Algonquin Power & Utilities position peaked at $8K in Q2 2020.
234 funds tracked by Wall St. Rank held Algonquin Power & Utilities as of Q2 2021.

Based on Valeo Financial Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.