Horan Securities’s Atlantica Sustainable Infrastructure plc Ordinary Shares AY Stock Holding History

Horan Securities’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 Q3	–	Sell	-855	Closed	-$20K	–	705
2023 Q2	$20K	Hold	855	–	–	0.01%	317
2023 Q1	$25.3K	Hold	855	–	–	0.01%	279
2022 Q4	$22.1K	Hold	855	–	–	0.01%	284
2022 Q3	$22K	Hold	855	–	–	0.01%	265
2022 Q2	$27K	Hold	855	–	–	0.02%	234
2022 Q1	$30K	Hold	855	–	–	0.02%	223
2021 Q4	$31K	Buy	+855	New	+$32.1K	0.02%	211
2021 Q2	$22K	Hold	588	–	–	0.02%	229
2021 Q1	$22K	Buy	+588	New	+$23.1K	0.02%	206

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

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

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

Horan Securities's AY Position: Q3 2023 in Review

Horan Securities sold out of Atlantica Sustainable Infrastructure plc Ordinary Shares (AY) in Q3 2023, closing a stake of 855 shares — an estimated $20K sold.

Horan Securities first reported a position in AY in Q1 2021 and held it in 9 quarters. The position peaked at $31K in Q4 2021. 186 funds tracked by Wall St. Rank hold AY as of Q3 2023.

Horan Securities reported no remaining Atlantica Sustainable Infrastructure plc Ordinary Shares position as of Q3 2023 after selling out during the quarter.
Horan Securities sold 855 Atlantica Sustainable Infrastructure plc Ordinary Shares shares in Q3 2023, an estimated $20K.
Horan Securities first reported a position in Atlantica Sustainable Infrastructure plc Ordinary Shares in Q1 2021 and held it in 9 quarters.
Horan Securities's Atlantica Sustainable Infrastructure plc Ordinary Shares position peaked at $31K in Q4 2021.
186 funds tracked by Wall St. Rank held Atlantica Sustainable Infrastructure plc Ordinary Shares as of Q3 2023.

Based on Horan Securities's 13F filing for Q3 2023, filed 1 Nov 2023.