BCWM
AY

Bartlett & Co Wealth Management’s Atlantica Sustainable Infrastructure plc Ordinary Shares AY Stock Holding History

Bartlett & Co 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
-2,700
Closed -$59.3K – 1158
2024
Q3 		$59.3K Hold
2,700
– – ﹤0.01% 628
2024
Q2 		$59.3K Hold
2,700
– – ﹤0.01% 627
2024
Q1 		$49.9K Hold
2,700
– – ﹤0.01% 665
2023
Q4 		$58.6K Sell
2,700
-11,600
-81% -$221K ﹤0.01% 673
2023
Q3 		$273K Sell
14,300
-8,810
-38% -$199K ﹤0.01% 411
2023
Q2 		$542K Buy
23,110
+22,110
+2,211% +$568K 0.01% 335
2023
Q1 		$29.6K Hold
1,000
– – ﹤0.01% 648
2022
Q4 		$25.9K Hold
1,000
– – ﹤0.01% 672
2022
Q3 		$26.3K Hold
1,000
– – ﹤0.01% 661
2022
Q2 		$32.3K Buy
1,000
+1
+0.1% +$32 ﹤0.01% 654
2022
Q1 		$35K Buy
+999
New +$33.5K ﹤0.01% 647
2021
Q4 		– Sell
-1,000
Closed -$34.5K – 916
2021
Q3 		$34.5K Hold
1,000
– – ﹤0.01% 558
2021
Q2 		$37.2K Hold
1,000
– – ﹤0.01% 548
2021
Q1 		$36.6K Hold
1,000
– – ﹤0.01% 592
2020
Q4 		$38K Buy
+1,000
New +$33.1K ﹤0.01% 575

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

Bartlett & Co Wealth Management's AY Position: Q4 2024 in Review

Bartlett & Co Wealth Management sold out of Atlantica Sustainable Infrastructure plc Ordinary Shares (AY) in Q4 2024, closing a stake of 2,700 shares — an estimated $59.3K sold.

Bartlett & Co Wealth Management first reported a position in AY in Q4 2020 and held it in 15 quarters. The position peaked at $542K in Q2 2023. 2 funds tracked by Wall St. Rank hold AY as of Q4 2024.

  • Bartlett & Co Wealth Management reported no remaining Atlantica Sustainable Infrastructure plc Ordinary Shares position as of Q4 2024 after selling out during the quarter.
  • Bartlett & Co Wealth Management sold 2,700 Atlantica Sustainable Infrastructure plc Ordinary Shares shares in Q4 2024, an estimated $59.3K.
  • Bartlett & Co Wealth Management first reported a position in Atlantica Sustainable Infrastructure plc Ordinary Shares in Q4 2020 and held it in 15 quarters.
  • Bartlett & Co Wealth Management's Atlantica Sustainable Infrastructure plc Ordinary Shares position peaked at $542K in Q2 2023.
  • 2 funds tracked by Wall St. Rank held Atlantica Sustainable Infrastructure plc Ordinary Shares as of Q4 2024.

Based on Bartlett & Co Wealth Management's 13F filing for Q4 2024, filed 17 Jan 2025.