Winslow Evans & Crocker’s Algonquin Power & Utilities AQN Stock Holding History

Winslow Evans & Crocker’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
2020 Q4	$22K	Hold	1,325	–	–	﹤0.01%	764
2020 Q3	$19K	Hold	1,325	–	–	﹤0.01%	625
2020 Q2	$17K	Sell	1,325 -451	-25%	-$6.17K	﹤0.01%	637
2020 Q1	$24K	Sell	1,776 -500	-22%	-$7.28K	0.01%	543
2019 Q4	$34K	Hold	2,276	–	–	0.01%	568
2019 Q3	$32K	Hold	2,276	–	–	0.01%	573
2019 Q2	$28K	Buy	+2,276	New	+$26.6K	0.01%	612

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

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

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

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

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

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

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

Norges Bank Oslo, Norway $1T AUM

Winslow Evans & Crocker's AQN Position: Q4 2020 in Review

Winslow Evans & Crocker held its Algonquin Power & Utilities (AQN) position steady in Q4 2020 at 1,325 shares worth $22K. The position accounts for ﹤0.01% of the portfolio, ranked #764.

Winslow Evans & Crocker first reported a position in AQN in Q2 2019 and has held it in 7 quarters since. The position peaked at $34K in Q4 2019. 230 funds tracked by Wall St. Rank hold AQN as of Q4 2020.

Winslow Evans & Crocker held 1,325 shares of Algonquin Power & Utilities worth $22K as of Q4 2020.
Winslow Evans & Crocker left its Algonquin Power & Utilities share count unchanged in Q4 2020.
Algonquin Power & Utilities made up ﹤0.01% of Winslow Evans & Crocker's portfolio in Q4 2020, its #764 holding.
Winslow Evans & Crocker first reported a position in Algonquin Power & Utilities in Q2 2019 and has held it in 7 quarters since.
Winslow Evans & Crocker's Algonquin Power & Utilities position peaked at $34K in Q4 2019.
230 funds tracked by Wall St. Rank held Algonquin Power & Utilities as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.