Carson Wealth (CWM LLC)
AY

Carson Wealth (CWM LLC)’s Atlantica Sustainable Infrastructure plc Ordinary Shares AY Stock Holding History

Carson Wealth (CWM LLC)’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
-2,407
Closed -$53K – 5245
2024
Q3 		$53K Sell
2,407
-125
-5% -$2.75K ﹤0.01% 2650
2024
Q2 		$56K Buy
2,532
+106
+4% +$2.22K ﹤0.01% 2407
2024
Q1 		$45K Buy
2,426
+324
+15% +$6.11K ﹤0.01% 2369
2023
Q4 		$45K Sell
2,102
-26
-1% -$494 ﹤0.01% 2243
2023
Q3 		$41K Buy
2,128
+183
+9% +$4.14K ﹤0.01% 2192
2023
Q2 		$46K Buy
1,945
+4
+0.2% +$103 ﹤0.01% 2067
2023
Q1 		$57K Buy
1,941
+544
+39% +$14.8K ﹤0.01% 1793
2022
Q4 		$36K Buy
1,397
+679
+95% +$18.3K ﹤0.01% 1966
2022
Q3 		$19K Buy
+718
New +$23.7K ﹤0.01% 2273
2018
Q3 		– Sell
-95
Closed -$2K – 2022
2018
Q2 		$2K Hold
95
– – ﹤0.01% 1441
2018
Q1 		$2K Buy
+95
New +$1.93K ﹤0.01% 1215

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

Carson Wealth (CWM LLC)'s AY Position: Q4 2024 in Review

Carson Wealth (CWM LLC) sold out of Atlantica Sustainable Infrastructure plc Ordinary Shares (AY) in Q4 2024, closing a stake of 2,407 shares — an estimated $53K sold.

Carson Wealth (CWM LLC) first reported a position in AY in Q1 2018 and held it in 11 quarters. The position peaked at $57K in Q1 2023. 2 funds tracked by Wall St. Rank hold AY as of Q4 2024.

  • Carson Wealth (CWM LLC) reported no remaining Atlantica Sustainable Infrastructure plc Ordinary Shares position as of Q4 2024 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 2,407 Atlantica Sustainable Infrastructure plc Ordinary Shares shares in Q4 2024, an estimated $53K.
  • Carson Wealth (CWM LLC) first reported a position in Atlantica Sustainable Infrastructure plc Ordinary Shares in Q1 2018 and held it in 11 quarters.
  • Carson Wealth (CWM LLC)'s Atlantica Sustainable Infrastructure plc Ordinary Shares position peaked at $57K in Q1 2023.
  • 2 funds tracked by Wall St. Rank held Atlantica Sustainable Infrastructure plc Ordinary Shares as of Q4 2024.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q4 2024, filed 4 Feb 2025.