AWM
AY

AllSquare Wealth Management’s Atlantica Sustainable Infrastructure plc Ordinary Shares AY Stock Holding History

AllSquare Wealth Management’s Portfolio AY Stock Details AY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-200
Closed -$4.4K – 551
2024
Q3 		$4.4K Hold
200
– – ﹤0.01% 443
2024
Q2 		$4.39K Hold
200
– – ﹤0.01% 434
2024
Q1 		$3.7K Hold
200
– – ﹤0.01% 441
2023
Q4 		$4.3K Hold
200
– – ﹤0.01% 436
2023
Q3 		$3.82K Sell
200
-200
-50% -$4.53K ﹤0.01% 440
2023
Q2 		$9.75K Hold
400
– – 0.01% 378
2023
Q1 		$11.8K Sell
400
-300
-43% -$8.15K 0.01% 359
2022
Q4 		$18.1K Hold
700
– – 0.01% 299
2022
Q3 		$18K Hold
700
– – 0.01% 292
2022
Q2 		$23K Hold
700
– – 0.02% 278
2022
Q1 		$25K Hold
700
– – 0.02% 296
2021
Q4 		$25K Buy
700
+500
+250% +$18.8K 0.01% 304
2021
Q3 		$7K Sell
200
-200
-50% -$7.58K ﹤0.01% 400
2021
Q2 		$15K Buy
+400
New +$14.8K 0.01% 358

Other funds holding AY

IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

AllSquare Wealth Management's AY Position: Q4 2024 in Review

AllSquare Wealth Management sold out of Atlantica Sustainable Infrastructure plc Ordinary Shares (AY) in Q4 2024, closing a stake of 200 shares — an estimated $4.4K sold.

AllSquare Wealth Management first reported a position in AY in Q2 2021 and held it in 14 quarters. The position peaked at $25K in Q1 2022. 2 funds tracked by Wall St. Rank hold AY as of Q4 2024.

  • AllSquare Wealth Management reported no remaining Atlantica Sustainable Infrastructure plc Ordinary Shares position as of Q4 2024 after selling out during the quarter.
  • AllSquare Wealth Management sold 200 Atlantica Sustainable Infrastructure plc Ordinary Shares shares in Q4 2024, an estimated $4.4K.
  • AllSquare Wealth Management first reported a position in Atlantica Sustainable Infrastructure plc Ordinary Shares in Q2 2021 and held it in 14 quarters.
  • AllSquare Wealth Management's Atlantica Sustainable Infrastructure plc Ordinary Shares position peaked at $25K in Q1 2022.
  • 2 funds tracked by Wall St. Rank held Atlantica Sustainable Infrastructure plc Ordinary Shares as of Q4 2024.

Based on AllSquare Wealth Management's 13F filing for Q4 2024, filed 11 Feb 2025.