AWM
AY

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

Apollon 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
Q2 		– Sell
-11,140
Closed -$206K – 1175
2024
Q1 		$206K Sell
11,140
-50
-0.4% -$942 0.01% 1028
2023
Q4 		$241K Sell
11,190
-121
-1% -$2.3K 0.01% 923
2023
Q3 		$216K Buy
+11,311
New +$256K 0.01% 809

Other funds holding AY

Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
KC
Kryger Capital London, United Kingdom $1.41B AUM 86.31% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
MAM
Melqart Asset Management London, United Kingdom $1.01B AUM 84.85% 1-Year Est. Return
ACM
Advisors Capital Management Ridgewood, New Jersey $8.58B AUM 23.43% 1-Year Est. Return
AAM
Alpine Associates Management Palm Beach, Florida $1.7B AUM 97.55% 1-Year Est. Return

Apollon Wealth Management's AY Position: Q2 2024 in Review

Apollon Wealth Management sold out of Atlantica Sustainable Infrastructure plc Ordinary Shares (AY) in Q2 2024, closing a stake of 11,140 shares — an estimated $206K sold.

Apollon Wealth Management first reported a position in AY in Q3 2023 and held it in 3 quarters. The position peaked at $241K in Q4 2023. 202 funds tracked by Wall St. Rank hold AY as of Q2 2024.

  • Apollon Wealth Management reported no remaining Atlantica Sustainable Infrastructure plc Ordinary Shares position as of Q2 2024 after selling out during the quarter.
  • Apollon Wealth Management sold 11,140 Atlantica Sustainable Infrastructure plc Ordinary Shares shares in Q2 2024, an estimated $206K.
  • Apollon Wealth Management first reported a position in Atlantica Sustainable Infrastructure plc Ordinary Shares in Q3 2023 and held it in 3 quarters.
  • Apollon Wealth Management's Atlantica Sustainable Infrastructure plc Ordinary Shares position peaked at $241K in Q4 2023.
  • 202 funds tracked by Wall St. Rank held Atlantica Sustainable Infrastructure plc Ordinary Shares as of Q2 2024.

Based on Apollon Wealth Management's 13F filing for Q2 2024, filed 19 Jul 2024.