Blue Bell Private Wealth Management’s Atlantica Sustainable Infrastructure plc Ordinary Shares AY Stock Holding History

Blue Bell Private 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
2022 Q3	–	Sell	-200	Closed	-$6K	–	855
2022 Q2	$6K	Hold	200	–	–	﹤0.01%	489
2022 Q1	$7K	Hold	200	–	–	﹤0.01%	504
2021 Q4	$7K	Buy	+200	New	+$7.5K	﹤0.01%	482

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

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

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 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

Blue Bell Private Wealth Management's AY Position: Q3 2022 in Review

Blue Bell Private Wealth Management sold out of Atlantica Sustainable Infrastructure plc Ordinary Shares (AY) in Q3 2022, closing a stake of 200 shares — an estimated $6K sold.

Blue Bell Private Wealth Management first reported a position in AY in Q4 2021 and held it in 3 quarters. The position peaked at $7K in Q1 2022. 202 funds tracked by Wall St. Rank hold AY as of Q3 2022.

Blue Bell Private Wealth Management reported no remaining Atlantica Sustainable Infrastructure plc Ordinary Shares position as of Q3 2022 after selling out during the quarter.
Blue Bell Private Wealth Management sold 200 Atlantica Sustainable Infrastructure plc Ordinary Shares shares in Q3 2022, an estimated $6K.
Blue Bell Private Wealth Management first reported a position in Atlantica Sustainable Infrastructure plc Ordinary Shares in Q4 2021 and held it in 3 quarters.
Blue Bell Private Wealth Management's Atlantica Sustainable Infrastructure plc Ordinary Shares position peaked at $7K in Q1 2022.
202 funds tracked by Wall St. Rank held Atlantica Sustainable Infrastructure plc Ordinary Shares as of Q3 2022.

Based on Blue Bell Private Wealth Management's 13F filing for Q3 2022, filed 9 Nov 2022.