Concord Wealth Partners’s Atlantica Sustainable Infrastructure plc Ordinary Shares AY Stock Holding History

Concord Wealth Partners’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	-955	Closed	-$33K	–	1404
2022 Q1	$33K	Sell	955 -81	-8%	-$2.71K	0.01%	516
2021 Q4	$37K	Buy	1,036 +735	+244%	+$27.6K	0.01%	510
2021 Q3	$10K	Sell	301 -409	-58%	-$15.5K	﹤0.01%	476
2021 Q2	$26K	Buy	710 +447	+170%	+$16.6K	0.01%	459
2021 Q1	$10K	Buy	+263	New	+$10.3K	﹤0.01%	588

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

TCA

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

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 Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Concord Wealth Partners's AY Position: Q2 2022 in Review

Concord Wealth Partners sold out of Atlantica Sustainable Infrastructure plc Ordinary Shares (AY) in Q2 2022, closing a stake of 955 shares — an estimated $33K sold.

Concord Wealth Partners first reported a position in AY in Q1 2021 and held it in 5 quarters. The position peaked at $37K in Q4 2021. 208 funds tracked by Wall St. Rank hold AY as of Q2 2022.

Concord Wealth Partners reported no remaining Atlantica Sustainable Infrastructure plc Ordinary Shares position as of Q2 2022 after selling out during the quarter.
Concord Wealth Partners sold 955 Atlantica Sustainable Infrastructure plc Ordinary Shares shares in Q2 2022, an estimated $33K.
Concord Wealth Partners first reported a position in Atlantica Sustainable Infrastructure plc Ordinary Shares in Q1 2021 and held it in 5 quarters.
Concord Wealth Partners's Atlantica Sustainable Infrastructure plc Ordinary Shares position peaked at $37K in Q4 2021.
208 funds tracked by Wall St. Rank held Atlantica Sustainable Infrastructure plc Ordinary Shares as of Q2 2022.

Based on Concord Wealth Partners's 13F filing for Q2 2022, filed 4 Aug 2022.