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

Clearstead 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
2024 Q1	–	Sell	-61	Closed	-$1.32K	–	1646
2023 Q4	$1.32K	Sell	61 -59	-49%	-$1.12K	﹤0.01%	1355
2023 Q3	$2.3K	Buy	120 +61	+103%	+$1.38K	﹤0.01%	1385
2023 Q2	$1.38K	Buy	59 +1	+2%	+$26	﹤0.01%	1209
2023 Q1	$1.71K	Buy	58 +1	+2%	+$27	﹤0.01%	1163
2022 Q4	$1.48K	Buy	57 +1	+2%	+$27	﹤0.01%	1133
2022 Q3	$1K	Buy	56 +1	+2%	+$33	﹤0.01%	1224
2022 Q2	$2K	Hold	55	–	–	﹤0.01%	1146
2022 Q1	$2K	Sell	55 -703	-93%	-$23.5K	﹤0.01%	1251
2021 Q4	$27K	Buy	758 +705	+1,330%	+$26.4K	﹤0.01%	759
2021 Q3	$2K	Hold	53	–	–	﹤0.01%	1164
2021 Q2	$2K	Buy	53 +1	+2%	+$37	﹤0.01%	1103
2021 Q1	$2K	Buy	52 +1	+2%	+$39	﹤0.01%	988
2020 Q4	$2K	Hold	51	–	–	﹤0.01%	903
2020 Q3	$1K	Buy	+51	New	+$1.49K	﹤0.01%	868

Other funds holding AY

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

TCA

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return

MAM

Melqart Asset Management London, United Kingdom $1.01B AUM 84.85% 1-Year Est. Return

ACM

Advisors Capital Management Ridgewood, New Jersey $8.58B AUM 23.43% 1-Year Est. Return

KACA

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

Clearstead Advisors's AY Position: Q1 2024 in Review

Clearstead Advisors sold out of Atlantica Sustainable Infrastructure plc Ordinary Shares (AY) in Q1 2024, closing a stake of 61 shares — an estimated $1.32K sold.

Clearstead Advisors first reported a position in AY in Q3 2020 and held it in 14 quarters. The position peaked at $27K in Q4 2021. 187 funds tracked by Wall St. Rank hold AY as of Q1 2024.

Clearstead Advisors reported no remaining Atlantica Sustainable Infrastructure plc Ordinary Shares position as of Q1 2024 after selling out during the quarter.
Clearstead Advisors sold 61 Atlantica Sustainable Infrastructure plc Ordinary Shares shares in Q1 2024, an estimated $1.32K.
Clearstead Advisors first reported a position in Atlantica Sustainable Infrastructure plc Ordinary Shares in Q3 2020 and held it in 14 quarters.
Clearstead Advisors's Atlantica Sustainable Infrastructure plc Ordinary Shares position peaked at $27K in Q4 2021.
187 funds tracked by Wall St. Rank held Atlantica Sustainable Infrastructure plc Ordinary Shares as of Q1 2024.

Based on Clearstead Advisors's 13F filing for Q1 2024, filed 14 May 2024.