ACA
AY

Aptus Capital Advisors’s Atlantica Sustainable Infrastructure plc Ordinary Shares AY Stock Holding History

Aptus Capital Advisors’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
Q1 		– Sell
-120,420
Closed -$2.59M – 1187
2023
Q4 		$2.59M Sell
120,420
-1,338
-1% -$25.4K 0.07% 198
2023
Q3 		$2.33M Sell
121,758
-24,938
-17% -$565K 0.06% 208
2023
Q2 		$3.44M Buy
146,696
+10,959
+8% +$282K 0.08% 183
2023
Q1 		$4.01M Buy
135,737
+15,414
+13% +$419K 0.11% 141
2022
Q4 		$3.12M Buy
120,323
+12,803
+12% +$346K 0.1% 173
2022
Q3 		$2.83M Buy
107,520
+6,739
+7% +$223K 0.07% 164
2022
Q2 		$3.25M Buy
100,781
+3,717
+4% +$121K 0.08% 135
2022
Q1 		$3.4M Buy
97,064
+6,195
+7% +$207K 0.08% 133
2021
Q4 		$3.25M Buy
90,869
+17,346
+24% +$651K 0.1% 133
2021
Q3 		$2.54M Buy
73,523
+13,216
+22% +$501K 0.07% 139
2021
Q2 		$2.25M Buy
60,307
+9,086
+18% +$337K 0.07% 133
2021
Q1 		$1.88M Buy
51,221
+17,860
+54% +$703K 0.07% 134
2020
Q4 		$1.27M Buy
33,361
+5,328
+19% +$176K 0.06% 152
2020
Q3 		$802K Sell
28,033
-666
-2% -$19.5K 0.04% 171
2020
Q2 		$835K Buy
28,699
+333
+1% +$8.39K 0.05% 140
2020
Q1 		$633K Buy
+28,366
New +$766K 0.05% 152

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
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 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
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return

Aptus Capital Advisors's AY Position: Q1 2024 in Review

Aptus Capital Advisors sold out of Atlantica Sustainable Infrastructure plc Ordinary Shares (AY) in Q1 2024, closing a stake of 120,420 shares — an estimated $2.59M sold.

Aptus Capital Advisors first reported a position in AY in Q1 2020 and held it in 16 quarters. The position peaked at $4.01M in Q1 2023. 187 funds tracked by Wall St. Rank hold AY as of Q1 2024.

  • Aptus Capital Advisors reported no remaining Atlantica Sustainable Infrastructure plc Ordinary Shares position as of Q1 2024 after selling out during the quarter.
  • Aptus Capital Advisors sold 120,420 Atlantica Sustainable Infrastructure plc Ordinary Shares shares in Q1 2024, an estimated $2.59M.
  • Aptus Capital Advisors first reported a position in Atlantica Sustainable Infrastructure plc Ordinary Shares in Q1 2020 and held it in 16 quarters.
  • Aptus Capital Advisors's Atlantica Sustainable Infrastructure plc Ordinary Shares position peaked at $4.01M in Q1 2023.
  • 187 funds tracked by Wall St. Rank held Atlantica Sustainable Infrastructure plc Ordinary Shares as of Q1 2024.

Based on Aptus Capital Advisors's 13F filing for Q1 2024, filed 15 May 2024.