FWM
AY

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

Focused 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
2024
Q1 		– Sell
-371
Closed -$7.97K – 1026
2023
Q4 		$7.97K Hold
371
– – ﹤0.01% 592
2023
Q3 		$7.08K Hold
371
– – ﹤0.01% 587
2023
Q2 		$8.69K Buy
371
+7
+2% +$180 ﹤0.01% 570
2023
Q1 		$10.8K Sell
364
-89
-20% -$2.42K ﹤0.01% 531
2022
Q4 		$11.7K Buy
453
+101
+29% +$2.73K ﹤0.01% 508
2022
Q3 		$9K Buy
352
+4
+1% +$132 ﹤0.01% 517
2022
Q2 		$11K Buy
348
+5
+1% +$162 ﹤0.01% 491
2022
Q1 		$12K Buy
343
+4
+1% +$134 ﹤0.01% 528
2021
Q4 		$12K Buy
339
+4
+1% +$150 ﹤0.01% 562
2021
Q3 		$12K Buy
335
+4
+1% +$152 ﹤0.01% 577
2021
Q2 		$12K Buy
331
+4
+1% +$148 ﹤0.01% 589
2021
Q1 		$12K Buy
327
+4
+1% +$157 ﹤0.01% 578
2020
Q4 		$12K Buy
323
+4
+1% +$132 ﹤0.01% 542
2020
Q3 		$9K Buy
319
+4
+1% +$117 ﹤0.01% 528
2020
Q2 		$9K Buy
315
+5
+2% +$126 ﹤0.01% 509
2020
Q1 		$7K Hold
310
– – ﹤0.01% 498
2019
Q4 		$8K Hold
310
– – ﹤0.01% 527
2019
Q3 		$7K Hold
310
– – ﹤0.01% 537
2019
Q2 		$7K Hold
310
– – ﹤0.01% 564
2019
Q1 		$6K Hold
310
– – ﹤0.01% 539
2018
Q4 		$6K Hold
310
– – ﹤0.01% 527
2018
Q3 		$6K Buy
+310
New +$6.36K ﹤0.01% 511

Other funds holding AY

Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
MAM
Melqart Asset Management London, United Kingdom $1.01B AUM 84.85% 1-Year Est. Return
ACM
Advisors Capital Management Ridgewood, New Jersey $8.58B AUM 23.43% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return

Focused Wealth Management's AY Position: Q1 2024 in Review

Focused Wealth Management sold out of Atlantica Sustainable Infrastructure plc Ordinary Shares (AY) in Q1 2024, closing a stake of 371 shares — an estimated $7.97K sold.

Focused Wealth Management first reported a position in AY in Q3 2018 and held it in 22 quarters. The position peaked at $12K in Q1 2022. 187 funds tracked by Wall St. Rank hold AY as of Q1 2024.

  • Focused Wealth Management reported no remaining Atlantica Sustainable Infrastructure plc Ordinary Shares position as of Q1 2024 after selling out during the quarter.
  • Focused Wealth Management sold 371 Atlantica Sustainable Infrastructure plc Ordinary Shares shares in Q1 2024, an estimated $7.97K.
  • Focused Wealth Management first reported a position in Atlantica Sustainable Infrastructure plc Ordinary Shares in Q3 2018 and held it in 22 quarters.
  • Focused Wealth Management's Atlantica Sustainable Infrastructure plc Ordinary Shares position peaked at $12K in Q1 2022.
  • 187 funds tracked by Wall St. Rank held Atlantica Sustainable Infrastructure plc Ordinary Shares as of Q1 2024.

Based on Focused Wealth Management's 13F filing for Q1 2024, filed 8 May 2024.