GWM
AY

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

Geneos 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
2019
Q3 		– Sell
-800
Closed -$18K – 2560
2019
Q2 		$18K Buy
+800
New +$16.9K ﹤0.01% 1695

Other funds holding AY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
CIA
ClearBridge Investments (Australia) Sydney, Australia $4.56B AUM 24.16% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Geneos Wealth Management's AY Position: Q3 2019 in Review

Geneos Wealth Management sold out of Atlantica Sustainable Infrastructure plc Ordinary Shares (AY) in Q3 2019, closing a stake of 800 shares — an estimated $18K sold.

Geneos Wealth Management first reported a position in AY in Q2 2019 and held it in 1 quarter. The position peaked at $18K in Q2 2019. 137 funds tracked by Wall St. Rank hold AY as of Q3 2019.

  • Geneos Wealth Management reported no remaining Atlantica Sustainable Infrastructure plc Ordinary Shares position as of Q3 2019 after selling out during the quarter.
  • Geneos Wealth Management sold 800 Atlantica Sustainable Infrastructure plc Ordinary Shares shares in Q3 2019, an estimated $18K.
  • Geneos Wealth Management first reported a position in Atlantica Sustainable Infrastructure plc Ordinary Shares in Q2 2019 and held it in 1 quarter.
  • Geneos Wealth Management's Atlantica Sustainable Infrastructure plc Ordinary Shares position peaked at $18K in Q2 2019.
  • 137 funds tracked by Wall St. Rank held Atlantica Sustainable Infrastructure plc Ordinary Shares as of Q3 2019.

Based on Geneos Wealth Management's 13F filing for Q3 2019, filed 7 Sep 2021.