FORA Capital’s Atlantica Sustainable Infrastructure plc Ordinary Shares AY Stock Holding History

FORA Capital’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	–	Sell	-10,742	Closed	-$318K	–	654
2023 Q1	$318K	Sell	10,742 -301	-3%	-$8.18K	0.03%	424
2022 Q4	$286K	Buy	+11,043	New	+$298K	0.05%	374
2020 Q4	–	Sell	-2,090	Closed	-$60K	–	1174
2020 Q3	$60K	Sell	2,090 -113	-5%	-$3.3K	0.04%	410
2020 Q2	$64K	Sell	2,203 -2,348	-52%	-$59.1K	0.02%	591
2020 Q1	$101K	Buy	4,551 +2,151	+90%	+$58.1K	0.02%	611
2019 Q4	$63K	Buy	+2,400	New	+$60K	0.01%	865

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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

FORA Capital's AY Position: Q2 2023 in Review

FORA Capital sold out of Atlantica Sustainable Infrastructure plc Ordinary Shares (AY) in Q2 2023, closing a stake of 10,742 shares — an estimated $318K sold.

FORA Capital first reported a position in AY in Q4 2019 and held it in 6 quarters. The position peaked at $318K in Q1 2023. 202 funds tracked by Wall St. Rank hold AY as of Q2 2023.

FORA Capital reported no remaining Atlantica Sustainable Infrastructure plc Ordinary Shares position as of Q2 2023 after selling out during the quarter.
FORA Capital sold 10,742 Atlantica Sustainable Infrastructure plc Ordinary Shares shares in Q2 2023, an estimated $318K.
FORA Capital first reported a position in Atlantica Sustainable Infrastructure plc Ordinary Shares in Q4 2019 and held it in 6 quarters.
FORA Capital's Atlantica Sustainable Infrastructure plc Ordinary Shares position peaked at $318K in Q1 2023.
202 funds tracked by Wall St. Rank held Atlantica Sustainable Infrastructure plc Ordinary Shares as of Q2 2023.

Based on FORA Capital's 13F filing for Q2 2023, filed 11 Aug 2023.