EWA
AY

EverSource Wealth Advisors’s Atlantica Sustainable Infrastructure plc Ordinary Shares AY Stock Holding History

EverSource Wealth Advisors’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
2024
Q4 		– Sell
-648
Closed -$14.2K – 3826
2024
Q3 		$14.2K Buy
648
+1
+0.2% +$22 ﹤0.01% 1664
2024
Q2 		$14.3K Hold
647
– – ﹤0.01% 1672
2024
Q1 		$12.7K Sell
647
-240
-27% -$4.52K ﹤0.01% 1579
2023
Q4 		$19.1K Buy
887
+36
+4% +$685 ﹤0.01% 1253
2023
Q3 		$16.3K Buy
851
+12
+1% +$272 ﹤0.01% 1205
2023
Q2 		$19.7K Hold
839
– – ﹤0.01% 1159
2023
Q1 		$24.8K Buy
839
+19
+2% +$516 ﹤0.01% 1004
2022
Q4 		$21.2K Buy
+820
New +$22.1K ﹤0.01% 1046

Other funds holding AY

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

EverSource Wealth Advisors's AY Position: Q4 2024 in Review

EverSource Wealth Advisors sold out of Atlantica Sustainable Infrastructure plc Ordinary Shares (AY) in Q4 2024, closing a stake of 648 shares — an estimated $14.2K sold.

EverSource Wealth Advisors first reported a position in AY in Q4 2022 and held it in 8 quarters. The position peaked at $24.8K in Q1 2023. 2 funds tracked by Wall St. Rank hold AY as of Q4 2024.

  • EverSource Wealth Advisors reported no remaining Atlantica Sustainable Infrastructure plc Ordinary Shares position as of Q4 2024 after selling out during the quarter.
  • EverSource Wealth Advisors sold 648 Atlantica Sustainable Infrastructure plc Ordinary Shares shares in Q4 2024, an estimated $14.2K.
  • EverSource Wealth Advisors first reported a position in Atlantica Sustainable Infrastructure plc Ordinary Shares in Q4 2022 and held it in 8 quarters.
  • EverSource Wealth Advisors's Atlantica Sustainable Infrastructure plc Ordinary Shares position peaked at $24.8K in Q1 2023.
  • 2 funds tracked by Wall St. Rank held Atlantica Sustainable Infrastructure plc Ordinary Shares as of Q4 2024.

Based on EverSource Wealth Advisors's 13F filing for Q4 2024, filed 10 Feb 2025.