Gradient Investments’s Atlantica Sustainable Infrastructure plc Ordinary Shares AY Stock Holding History

Gradient Investments’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 Q3	–	Sell	-20	Closed	-$439	–	1364
2024 Q2	$439	Hold	20	–	–	﹤0.01%	1199
2024 Q1	$370	Hold	20	–	–	﹤0.01%	1059
2023 Q4	$430	Buy	+20	New	+$380	﹤0.01%	1631
2023 Q3	–	Sell	-35	Closed	-$820	–	1922
2023 Q2	$820	Sell	35 -342	-91%	-$8.79K	﹤0.01%	1421
2023 Q1	$11.1K	Buy	377 +342	+977%	+$9.29K	﹤0.01%	786
2022 Q4	$907	Hold	35	–	–	﹤0.01%	1213
2022 Q3	$1K	Hold	35	–	–	﹤0.01%	1315
2022 Q2	$1K	Hold	35	–	–	﹤0.01%	1189
2022 Q1	$1K	Hold	35	–	–	﹤0.01%	1148
2021 Q4	$1K	Buy	35 +5	+17%	+$188	﹤0.01%	1203
2021 Q3	$1K	Hold	30	–	–	﹤0.01%	1119
2021 Q2	$1K	Hold	30	–	–	﹤0.01%	1123
2021 Q1	$1K	Hold	30	–	–	﹤0.01%	1124
2020 Q4	$1K	Hold	30	–	–	﹤0.01%	1105
2020 Q3	$1K	Buy	+30	New	+$877	﹤0.01%	1110

Other funds holding AY

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

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

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Kryger Capital London, United Kingdom $1.41B AUM 86.31% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

AAM

Alpine Associates Management Palm Beach, Florida $1.7B AUM 97.55% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

CIMLRA

CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return

Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return

MAM

Melqart Asset Management London, United Kingdom $1.01B AUM 84.85% 1-Year Est. Return

Gradient Investments's AY Position: Q3 2024 in Review

Gradient Investments sold out of Atlantica Sustainable Infrastructure plc Ordinary Shares (AY) in Q3 2024, closing a stake of 20 shares — an estimated $439 sold.

Gradient Investments first reported a position in AY in Q3 2020 and held it in 15 quarters. The position peaked at $11.1K in Q1 2023. 188 funds tracked by Wall St. Rank hold AY as of Q3 2024.

Gradient Investments reported no remaining Atlantica Sustainable Infrastructure plc Ordinary Shares position as of Q3 2024 after selling out during the quarter.
Gradient Investments sold 20 Atlantica Sustainable Infrastructure plc Ordinary Shares shares in Q3 2024, an estimated $439.
Gradient Investments first reported a position in Atlantica Sustainable Infrastructure plc Ordinary Shares in Q3 2020 and held it in 15 quarters.
Gradient Investments's Atlantica Sustainable Infrastructure plc Ordinary Shares position peaked at $11.1K in Q1 2023.
188 funds tracked by Wall St. Rank held Atlantica Sustainable Infrastructure plc Ordinary Shares as of Q3 2024.

Based on Gradient Investments's 13F filing for Q3 2024, filed 15 Oct 2024.