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

Golden State 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
2020 Q2	–	Sell	-790	Closed	-$18K	–	959
2020 Q1	$18K	Buy	+790	New	+$21.3K	0.01%	524
2019 Q4	–	Sell	-790	Closed	-$19K	–	1013
2019 Q3	$19K	Hold	790	–	–	0.01%	626
2019 Q2	$17K	Hold	790	–	–	0.01%	653
2019 Q1	$15K	Buy	+790	New	+$15K	0.01%	693

Other funds holding AY

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Golden State Wealth Management's AY Position: Q2 2020 in Review

Golden State Wealth Management sold out of Atlantica Sustainable Infrastructure plc Ordinary Shares (AY) in Q2 2020, closing a stake of 790 shares — an estimated $18K sold.

Golden State Wealth Management first reported a position in AY in Q1 2019 and held it in 4 quarters. The position peaked at $19K in Q3 2019. 152 funds tracked by Wall St. Rank hold AY as of Q2 2020.

Golden State Wealth Management reported no remaining Atlantica Sustainable Infrastructure plc Ordinary Shares position as of Q2 2020 after selling out during the quarter.
Golden State Wealth Management sold 790 Atlantica Sustainable Infrastructure plc Ordinary Shares shares in Q2 2020, an estimated $18K.
Golden State Wealth Management first reported a position in Atlantica Sustainable Infrastructure plc Ordinary Shares in Q1 2019 and held it in 4 quarters.
Golden State Wealth Management's Atlantica Sustainable Infrastructure plc Ordinary Shares position peaked at $19K in Q3 2019.
152 funds tracked by Wall St. Rank held Atlantica Sustainable Infrastructure plc Ordinary Shares as of Q2 2020.

Based on Golden State Wealth Management's 13F filing for Q2 2020, filed 11 Aug 2020.