Belpointe Asset Management’s Atlantica Sustainable Infrastructure plc Ordinary Shares AY Stock Holding History

Belpointe Asset 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
2023 Q2	–	Sell	-3,096	Closed	-$91.5K	–	3534
2023 Q1	$91.5K	Sell	3,096 -400	-11%	-$10.9K	﹤0.01%	1361
2022 Q4	$90.5K	Sell	3,496 -322	-8%	-$8.7K	0.01%	1289
2022 Q3	$100K	Sell	3,818 -200	-5%	-$6.61K	0.01%	1159
2022 Q2	$130K	Sell	4,018 -159	-4%	-$5.17K	0.01%	1001
2022 Q1	$147K	Sell	4,177 -123	-3%	-$4.12K	0.01%	1055
2021 Q4	$154K	Hold	4,300	–	–	0.01%	1003
2021 Q3	$148K	Buy	+4,300	New	+$163K	0.01%	985

Other funds holding AY

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

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 New York $240B AUM 35.51% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

NPIC

Neumeier Poma Investment Counsel Carmel, California $1.21B AUM 70.48% 1-Year Est. Return

Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return

Belpointe Asset Management's AY Position: Q2 2023 in Review

Belpointe Asset Management sold out of Atlantica Sustainable Infrastructure plc Ordinary Shares (AY) in Q2 2023, closing a stake of 3,096 shares — an estimated $91.5K sold.

Belpointe Asset Management first reported a position in AY in Q3 2021 and held it in 7 quarters. The position peaked at $154K in Q4 2021. 202 funds tracked by Wall St. Rank hold AY as of Q2 2023.

Belpointe Asset Management reported no remaining Atlantica Sustainable Infrastructure plc Ordinary Shares position as of Q2 2023 after selling out during the quarter.
Belpointe Asset Management sold 3,096 Atlantica Sustainable Infrastructure plc Ordinary Shares shares in Q2 2023, an estimated $91.5K.
Belpointe Asset Management first reported a position in Atlantica Sustainable Infrastructure plc Ordinary Shares in Q3 2021 and held it in 7 quarters.
Belpointe Asset Management's Atlantica Sustainable Infrastructure plc Ordinary Shares position peaked at $154K in Q4 2021.
202 funds tracked by Wall St. Rank held Atlantica Sustainable Infrastructure plc Ordinary Shares as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.