Disciplined Investments’s Atlantica Sustainable Infrastructure plc Ordinary Shares AY Stock Holding History

Disciplined Investments’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 Q3	–	Sell	-14	Closed	-$328	–	1642
2023 Q2	$328	Buy	14 +2	+17%	+$51	﹤0.01%	1369
2023 Q1	$355	Buy	12 +1	+9%	+$27	﹤0.01%	1341
2022 Q4	$285	Sell	11 -8	-42%	-$216	﹤0.01%	1353
2022 Q3	$0	Buy	19 +1	+6%	+$33	﹤0.01%	1683
2022 Q2	$1K	Buy	18 +3	+20%	+$97	﹤0.01%	1192
2022 Q1	$1K	Buy	+15	New	+$502	﹤0.01%	1272
2020 Q2	–	Sell	-106	Closed	-$2K	–	452
2020 Q1	$2K	Buy	+106	New	+$2.86K	﹤0.01%	375

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

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

NPIC

Neumeier Poma Investment Counsel Carmel, California $1.21B AUM 70.48% 1-Year Est. Return

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

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

Disciplined Investments's AY Position: Q3 2023 in Review

Disciplined Investments sold out of Atlantica Sustainable Infrastructure plc Ordinary Shares (AY) in Q3 2023, closing a stake of 14 shares — an estimated $328 sold.

Disciplined Investments first reported a position in AY in Q1 2020 and held it in 7 quarters. The position peaked at $2K in Q1 2020. 186 funds tracked by Wall St. Rank hold AY as of Q3 2023.

Disciplined Investments reported no remaining Atlantica Sustainable Infrastructure plc Ordinary Shares position as of Q3 2023 after selling out during the quarter.
Disciplined Investments sold 14 Atlantica Sustainable Infrastructure plc Ordinary Shares shares in Q3 2023, an estimated $328.
Disciplined Investments first reported a position in Atlantica Sustainable Infrastructure plc Ordinary Shares in Q1 2020 and held it in 7 quarters.
Disciplined Investments's Atlantica Sustainable Infrastructure plc Ordinary Shares position peaked at $2K in Q1 2020.
186 funds tracked by Wall St. Rank held Atlantica Sustainable Infrastructure plc Ordinary Shares as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.