HBC Financial Services’s Atlantica Sustainable Infrastructure plc Ordinary Shares AY Stock Holding History

HBC Financial Services’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 Q4	–	Sell	-100	Closed	-$20K	–	212
2023 Q3	$20K	Sell	100 -300	-75%	-$6.79K	0.02%	95
2023 Q2	$9K	Hold	400	–	–	0.01%	114
2023 Q1	$11K	Hold	400	–	–	0.01%	131
2022 Q4	$10K	Hold	400	–	–	0.01%	111
2022 Q3	$10K	Hold	400	–	–	0.01%	114
2022 Q2	$13K	Hold	400	–	–	0.01%	116
2022 Q1	$12K	Sell	400 -100	-20%	-$3.35K	0.01%	112
2021 Q4	$17K	Hold	500	–	–	0.01%	111
2021 Q3	$17K	Sell	500 -500	-50%	-$18.9K	0.01%	102
2021 Q2	$36K	Hold	1,000	–	–	0.02%	80
2021 Q1	$38.5K	Sell	1,000 -300	-23%	-$11.8K	0.03%	78
2020 Q4	$59K	Hold	1,300	–	–	0.05%	57
2020 Q3	$43K	Sell	1,300 -4,599	-78%	-$134K	0.04%	66
2020 Q2	$145K	Buy	5,899 +4,399	+293%	+$111K	0.13%	25
2020 Q1	$31K	Hold	1,500	–	–	0.04%	68
2019 Q4	$40K	Buy	+1,500	New	+$37.5K	0.03%	83

Other funds holding AY

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return

NPIC

Neumeier Poma Investment Counsel Carmel, California $1.46B AUM 71.13% 1-Year Est. Return

MAM

Melqart Asset Management London, United Kingdom $1.05B AUM 111.55% 1-Year Est. Return

HBC Financial Services's AY Position: Q4 2023 in Review

HBC Financial Services sold out of Atlantica Sustainable Infrastructure plc Ordinary Shares (AY) in Q4 2023, closing a stake of 100 shares — an estimated $20K sold.

HBC Financial Services first reported a position in AY in Q4 2019 and held it in 16 quarters. The position peaked at $145K in Q2 2020. 204 funds tracked by Wall St. Rank hold AY as of Q4 2023.

HBC Financial Services reported no remaining Atlantica Sustainable Infrastructure plc Ordinary Shares position as of Q4 2023 after selling out during the quarter.
HBC Financial Services sold 100 Atlantica Sustainable Infrastructure plc Ordinary Shares shares in Q4 2023, an estimated $20K.
HBC Financial Services first reported a position in Atlantica Sustainable Infrastructure plc Ordinary Shares in Q4 2019 and held it in 16 quarters.
HBC Financial Services's Atlantica Sustainable Infrastructure plc Ordinary Shares position peaked at $145K in Q2 2020.
204 funds tracked by Wall St. Rank held Atlantica Sustainable Infrastructure plc Ordinary Shares as of Q4 2023.

Based on HBC Financial Services's 13F filing for Q4 2023, filed 29 Jan 2024.