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

Berman 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
2021 Q3	$7K	Hold	225	–	–	﹤0.01%	1344
2021 Q2	$8K	Hold	225	–	–	﹤0.01%	1219
2021 Q1	$8K	Hold	225	–	–	﹤0.01%	1133
2020 Q4	$8K	Sell	225 -200	-47%	-$6.61K	﹤0.01%	1022
2020 Q3	$12K	Hold	425	–	–	﹤0.01%	750
2020 Q2	$12K	Buy	+425	New	+$10.7K	﹤0.01%	704

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

KACA

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

NPIC

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

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

Berman Capital Advisors's AY Position: Q3 2021 in Review

Berman Capital Advisors held its Atlantica Sustainable Infrastructure plc Ordinary Shares (AY) position steady in Q3 2021 at 225 shares worth $7K. The position accounts for ﹤0.01% of the portfolio, ranked #1344.

Berman Capital Advisors first reported a position in AY in Q2 2020 and has held it in 6 quarters since. The position peaked at $12K in Q3 2020. 196 funds tracked by Wall St. Rank hold AY as of Q3 2021.

Berman Capital Advisors held 225 shares of Atlantica Sustainable Infrastructure plc Ordinary Shares worth $7K as of Q3 2021.
Berman Capital Advisors left its Atlantica Sustainable Infrastructure plc Ordinary Shares share count unchanged in Q3 2021.
Atlantica Sustainable Infrastructure plc Ordinary Shares made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1344 holding.
Berman Capital Advisors first reported a position in Atlantica Sustainable Infrastructure plc Ordinary Shares in Q2 2020 and has held it in 6 quarters since.
Berman Capital Advisors's Atlantica Sustainable Infrastructure plc Ordinary Shares position peaked at $12K in Q3 2020.
196 funds tracked by Wall St. Rank held Atlantica Sustainable Infrastructure plc Ordinary Shares as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.