EWM
AY

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

Evermay 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
2021
Q3 		– Sell
-465
Closed -$17K – 544
2021
Q2 		$17K Buy
+465
New +$17.3K ﹤0.01% 370

Other funds holding AY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
NPIC
Neumeier Poma Investment Counsel Carmel, California $1.21B AUM 70.48% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

Evermay Wealth Management's AY Position: Q3 2021 in Review

Evermay Wealth Management sold out of Atlantica Sustainable Infrastructure plc Ordinary Shares (AY) in Q3 2021, closing a stake of 465 shares — an estimated $17K sold.

Evermay Wealth Management first reported a position in AY in Q2 2021 and held it in 1 quarter. The position peaked at $17K in Q2 2021. 196 funds tracked by Wall St. Rank hold AY as of Q3 2021.

  • Evermay Wealth Management reported no remaining Atlantica Sustainable Infrastructure plc Ordinary Shares position as of Q3 2021 after selling out during the quarter.
  • Evermay Wealth Management sold 465 Atlantica Sustainable Infrastructure plc Ordinary Shares shares in Q3 2021, an estimated $17K.
  • Evermay Wealth Management first reported a position in Atlantica Sustainable Infrastructure plc Ordinary Shares in Q2 2021 and held it in 1 quarter.
  • Evermay Wealth Management's Atlantica Sustainable Infrastructure plc Ordinary Shares position peaked at $17K in Q2 2021.
  • 196 funds tracked by Wall St. Rank held Atlantica Sustainable Infrastructure plc Ordinary Shares as of Q3 2021.

Based on Evermay Wealth Management's 13F filing for Q3 2021, filed 12 Nov 2021.