Independent Advisor Alliance’s Atlantica Sustainable Infrastructure plc Ordinary Shares AY Stock Holding History

Independent Advisor Alliance’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	-9,356	Closed	-$219K	–	705
2023 Q2	$219K	Sell	9,356 -3,897	-29%	-$100K	0.01%	596
2023 Q1	$392K	Sell	13,253 -801	-6%	-$21.8K	0.02%	469
2022 Q4	$364	Sell	14,054 -27,201	-66%	-$735K	﹤0.01%	358
2022 Q3	$1.08M	Sell	41,255 -1,871	-4%	-$61.9K	0.06%	252
2022 Q2	$1.39M	Sell	43,126 -7,490	-15%	-$243K	0.08%	210
2022 Q1	$1.77M	Buy	+50,616	New	+$1.7M	0.09%	201

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

Independent Advisor Alliance's AY Position: Q3 2023 in Review

Independent Advisor Alliance sold out of Atlantica Sustainable Infrastructure plc Ordinary Shares (AY) in Q3 2023, closing a stake of 9,356 shares — an estimated $219K sold.

Independent Advisor Alliance first reported a position in AY in Q1 2022 and held it in 6 quarters. The position peaked at $1.77M in Q1 2022. 186 funds tracked by Wall St. Rank hold AY as of Q3 2023.

Independent Advisor Alliance reported no remaining Atlantica Sustainable Infrastructure plc Ordinary Shares position as of Q3 2023 after selling out during the quarter.
Independent Advisor Alliance sold 9,356 Atlantica Sustainable Infrastructure plc Ordinary Shares shares in Q3 2023, an estimated $219K.
Independent Advisor Alliance first reported a position in Atlantica Sustainable Infrastructure plc Ordinary Shares in Q1 2022 and held it in 6 quarters.
Independent Advisor Alliance's Atlantica Sustainable Infrastructure plc Ordinary Shares position peaked at $1.77M in Q1 2022.
186 funds tracked by Wall St. Rank held Atlantica Sustainable Infrastructure plc Ordinary Shares as of Q3 2023.

Based on Independent Advisor Alliance's 13F filing for Q3 2023, filed 24 Oct 2023.