EWM
AY

Endurance Wealth Management’s Atlantica Sustainable Infrastructure plc Ordinary Shares AY Stock Holding History

Endurance Wealth 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
2023
Q2 		$25K Hold
1,078
– – ﹤0.01% 405
2023
Q1 		$32K Buy
+1,078
New +$29.3K ﹤0.01% 390

Other funds holding AY

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
NPIC
Neumeier Poma Investment Counsel Carmel, California $1.46B AUM 71.13% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return

Endurance Wealth Management's AY Position: Q2 2023 in Review

Endurance Wealth Management held its Atlantica Sustainable Infrastructure plc Ordinary Shares (AY) position steady in Q2 2023 at 1,078 shares worth $25K. The position accounts for ﹤0.01% of the portfolio, ranked #405.

Endurance Wealth Management first reported a position in AY in Q1 2023 and has held it in 2 quarters since. The position peaked at $32K in Q1 2023. 202 funds tracked by Wall St. Rank hold AY as of Q2 2023.

  • Endurance Wealth Management held 1,078 shares of Atlantica Sustainable Infrastructure plc Ordinary Shares worth $25K as of Q2 2023.
  • Endurance Wealth Management left its Atlantica Sustainable Infrastructure plc Ordinary Shares share count unchanged in Q2 2023.
  • Atlantica Sustainable Infrastructure plc Ordinary Shares made up ﹤0.01% of Endurance Wealth Management's portfolio in Q2 2023, its #405 holding.
  • Endurance Wealth Management first reported a position in Atlantica Sustainable Infrastructure plc Ordinary Shares in Q1 2023 and has held it in 2 quarters since.
  • Endurance Wealth Management's Atlantica Sustainable Infrastructure plc Ordinary Shares position peaked at $32K in Q1 2023.
  • 202 funds tracked by Wall St. Rank held Atlantica Sustainable Infrastructure plc Ordinary Shares as of Q2 2023.

Based on Endurance Wealth Management's 13F filing for Q2 2023, filed 9 Aug 2023.