IAG
AY

Investmark Advisory Group’s Atlantica Sustainable Infrastructure plc Ordinary Shares AY Stock Holding History

Investmark Advisory Group’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
2022
Q1 		– Sell
-400
Closed -$14K – 374
2021
Q4 		$14K Buy
+400
New +$15K 0.01% 257

Other funds holding AY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
NPIC
Neumeier Poma Investment Counsel Carmel, California $1.21B AUM 70.48% 1-Year Est. Return

Investmark Advisory Group's AY Position: Q1 2022 in Review

Investmark Advisory Group sold out of Atlantica Sustainable Infrastructure plc Ordinary Shares (AY) in Q1 2022, closing a stake of 400 shares — an estimated $14K sold.

Investmark Advisory Group first reported a position in AY in Q4 2021 and held it in 1 quarter. The position peaked at $14K in Q4 2021. 207 funds tracked by Wall St. Rank hold AY as of Q1 2022.

  • Investmark Advisory Group reported no remaining Atlantica Sustainable Infrastructure plc Ordinary Shares position as of Q1 2022 after selling out during the quarter.
  • Investmark Advisory Group sold 400 Atlantica Sustainable Infrastructure plc Ordinary Shares shares in Q1 2022, an estimated $14K.
  • Investmark Advisory Group first reported a position in Atlantica Sustainable Infrastructure plc Ordinary Shares in Q4 2021 and held it in 1 quarter.
  • Investmark Advisory Group's Atlantica Sustainable Infrastructure plc Ordinary Shares position peaked at $14K in Q4 2021.
  • 207 funds tracked by Wall St. Rank held Atlantica Sustainable Infrastructure plc Ordinary Shares as of Q1 2022.

Based on Investmark Advisory Group's 13F filing for Q1 2022, filed 3 May 2022.