CIA
AY

Cape Investment Advisory’s Atlantica Sustainable Infrastructure plc Ordinary Shares AY Stock Holding History

Cape Investment Advisory’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
-66
Closed -$1.45K – 1169
2024
Q3 		$1.45K Hold
66
– – ﹤0.01% 853
2024
Q2 		$1.45K Hold
66
– – ﹤0.01% 814
2024
Q1 		$1.22K Hold
66
– – ﹤0.01% 826
2023
Q4 		$1.42K Hold
66
– – ﹤0.01% 975
2023
Q3 		$1.26K Hold
66
– – ﹤0.01% 826
2023
Q2 		$1.55K Hold
66
– – ﹤0.01% 794
2023
Q1 		$1.95K Buy
+66
New +$1.79K ﹤0.01% 813

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

Cape Investment Advisory's AY Position: Q4 2024 in Review

Cape Investment Advisory sold out of Atlantica Sustainable Infrastructure plc Ordinary Shares (AY) in Q4 2024, closing a stake of 66 shares — an estimated $1.45K sold.

Cape Investment Advisory first reported a position in AY in Q1 2023 and held it in 7 quarters. The position peaked at $1.95K in Q1 2023. 2 funds tracked by Wall St. Rank hold AY as of Q4 2024.

  • Cape Investment Advisory reported no remaining Atlantica Sustainable Infrastructure plc Ordinary Shares position as of Q4 2024 after selling out during the quarter.
  • Cape Investment Advisory sold 66 Atlantica Sustainable Infrastructure plc Ordinary Shares shares in Q4 2024, an estimated $1.45K.
  • Cape Investment Advisory first reported a position in Atlantica Sustainable Infrastructure plc Ordinary Shares in Q1 2023 and held it in 7 quarters.
  • Cape Investment Advisory's Atlantica Sustainable Infrastructure plc Ordinary Shares position peaked at $1.95K in Q1 2023.
  • 2 funds tracked by Wall St. Rank held Atlantica Sustainable Infrastructure plc Ordinary Shares as of Q4 2024.

Based on Cape Investment Advisory's 13F filing for Q4 2024, filed 5 Feb 2025.