WCM
AQN icon

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

Weld 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
2019
Q4 		– Sell
-35,520
Closed -$487K – 596
2019
Q3 		$487K Buy
+35,520
New +$459K 0.09% 390

Other funds holding AQN

Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Weld Capital Management's AQN Position: Q4 2019 in Review

Weld Capital Management sold out of Algonquin Power & Utilities (AQN) in Q4 2019, closing a stake of 35,520 shares — an estimated $487K sold.

Weld Capital Management first reported a position in AQN in Q3 2019 and held it in 1 quarter. The position peaked at $487K in Q3 2019. 174 funds tracked by Wall St. Rank hold AQN as of Q4 2019.

  • Weld Capital Management reported no remaining Algonquin Power & Utilities position as of Q4 2019 after selling out during the quarter.
  • Weld Capital Management sold 35,520 Algonquin Power & Utilities shares in Q4 2019, an estimated $487K.
  • Weld Capital Management first reported a position in Algonquin Power & Utilities in Q3 2019 and held it in 1 quarter.
  • Weld Capital Management's Algonquin Power & Utilities position peaked at $487K in Q3 2019.
  • 174 funds tracked by Wall St. Rank held Algonquin Power & Utilities as of Q4 2019.

Based on Weld Capital Management's 13F filing for Q4 2019, filed 14 Feb 2020.