AWS
AY

Atria Wealth Solutions’s Atlantica Sustainable Infrastructure plc Ordinary Shares AY Stock Holding History

Atria Wealth Solutions’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
2022
Q4 		– Sell
-8,410
Closed -$221K – 1901
2022
Q3 		$221K Sell
8,410
-16,000
-66% -$529K ﹤0.01% 1498
2022
Q2 		$787K Buy
24,410
+6,860
+39% +$223K 0.01% 804
2022
Q1 		$615K Buy
+17,550
New +$588K 0.01% 951

Other funds holding AY

KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Atria Wealth Solutions's AY Position: Q4 2022 in Review

Atria Wealth Solutions sold out of Atlantica Sustainable Infrastructure plc Ordinary Shares (AY) in Q4 2022, closing a stake of 8,410 shares — an estimated $221K sold.

Atria Wealth Solutions first reported a position in AY in Q1 2022 and held it in 3 quarters. The position peaked at $787K in Q2 2022. 187 funds tracked by Wall St. Rank hold AY as of Q4 2022.

  • Atria Wealth Solutions reported no remaining Atlantica Sustainable Infrastructure plc Ordinary Shares position as of Q4 2022 after selling out during the quarter.
  • Atria Wealth Solutions sold 8,410 Atlantica Sustainable Infrastructure plc Ordinary Shares shares in Q4 2022, an estimated $221K.
  • Atria Wealth Solutions first reported a position in Atlantica Sustainable Infrastructure plc Ordinary Shares in Q1 2022 and held it in 3 quarters.
  • Atria Wealth Solutions's Atlantica Sustainable Infrastructure plc Ordinary Shares position peaked at $787K in Q2 2022.
  • 187 funds tracked by Wall St. Rank held Atlantica Sustainable Infrastructure plc Ordinary Shares as of Q4 2022.

Based on Atria Wealth Solutions's 13F filing for Q4 2022, filed 13 Feb 2023.