Creative Planning
AY

Creative Planning’s Atlantica Sustainable Infrastructure plc Ordinary Shares AY Stock Holding History

Creative Planning’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
2023
Q4 		– Sell
-1,400
Closed -$26.7K – 3126
2023
Q3 		$26.7K Buy
+1,400
New +$31.7K ﹤0.01% 2560
2015
Q1 		– Sell
-19
Closed -$1K – 4442
2014
Q4 		$1K Buy
+19
New +$564 ﹤0.01% 4022

Other funds holding AY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Invesco
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
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
NPIC
Neumeier Poma Investment Counsel Carmel, California $1.21B AUM 70.48% 1-Year Est. Return
MAM
Melqart Asset Management London, United Kingdom $1.01B AUM 84.85% 1-Year Est. Return

Creative Planning's AY Position: Q4 2023 in Review

Creative Planning sold out of Atlantica Sustainable Infrastructure plc Ordinary Shares (AY) in Q4 2023, closing a stake of 1,400 shares — an estimated $26.7K sold.

Creative Planning first reported a position in AY in Q4 2014 and held it in 2 quarters. The position peaked at $26.7K in Q3 2023. 204 funds tracked by Wall St. Rank hold AY as of Q4 2023.

  • Creative Planning reported no remaining Atlantica Sustainable Infrastructure plc Ordinary Shares position as of Q4 2023 after selling out during the quarter.
  • Creative Planning sold 1,400 Atlantica Sustainable Infrastructure plc Ordinary Shares shares in Q4 2023, an estimated $26.7K.
  • Creative Planning first reported a position in Atlantica Sustainable Infrastructure plc Ordinary Shares in Q4 2014 and held it in 2 quarters.
  • Creative Planning's Atlantica Sustainable Infrastructure plc Ordinary Shares position peaked at $26.7K in Q3 2023.
  • 204 funds tracked by Wall St. Rank held Atlantica Sustainable Infrastructure plc Ordinary Shares as of Q4 2023.

Based on Creative Planning's 13F filing for Q4 2023, filed 14 Feb 2024.