COCM
AY

Charter Oak Capital Management’s Atlantica Sustainable Infrastructure plc Ordinary Shares AY Stock Holding History

Charter Oak Capital 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
Q2 		– Sell
-282
Closed -$10K – 1041
2022
Q1 		$10K Buy
+282
New +$9.44K ﹤0.01% 633

Other funds holding AY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
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
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
NPIC
Neumeier Poma Investment Counsel Carmel, California $1.21B AUM 70.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Charter Oak Capital Management's AY Position: Q2 2022 in Review

Charter Oak Capital Management sold out of Atlantica Sustainable Infrastructure plc Ordinary Shares (AY) in Q2 2022, closing a stake of 282 shares — an estimated $10K sold.

Charter Oak Capital Management first reported a position in AY in Q1 2022 and held it in 1 quarter. The position peaked at $10K in Q1 2022. 208 funds tracked by Wall St. Rank hold AY as of Q2 2022.

  • Charter Oak Capital Management reported no remaining Atlantica Sustainable Infrastructure plc Ordinary Shares position as of Q2 2022 after selling out during the quarter.
  • Charter Oak Capital Management sold 282 Atlantica Sustainable Infrastructure plc Ordinary Shares shares in Q2 2022, an estimated $10K.
  • Charter Oak Capital Management first reported a position in Atlantica Sustainable Infrastructure plc Ordinary Shares in Q1 2022 and held it in 1 quarter.
  • Charter Oak Capital Management's Atlantica Sustainable Infrastructure plc Ordinary Shares position peaked at $10K in Q1 2022.
  • 208 funds tracked by Wall St. Rank held Atlantica Sustainable Infrastructure plc Ordinary Shares as of Q2 2022.

Based on Charter Oak Capital Management's 13F filing for Q2 2022, filed 21 Jul 2022.