Jackson Wealth Management’s Atlantica Sustainable Infrastructure plc Ordinary Shares AY Stock Holding History

Jackson Wealth Management’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	-59,429	Closed	-$2.13M	–	134
2021 Q4	$2.13M	Buy	59,429 +1,720	+3%	+$64.5K	0.27%	83
2021 Q3	$9K	Buy	57,709 +2,317	+4%	+$87.8K	0.11%	70
2021 Q2	$2.06M	Buy	55,392 +2,580	+5%	+$95.8K	0.26%	84
2021 Q1	$1.94M	Buy	52,812 +1,592	+3%	+$62.6K	0.29%	82
2020 Q4	$1.95M	Buy	+51,220	New	+$1.69M	0.27%	82

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

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 Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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 Paris, France $367B AUM 31.23% 1-Year Est. Return

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

Jackson Wealth Management's AY Position: Q1 2022 in Review

Jackson Wealth Management sold out of Atlantica Sustainable Infrastructure plc Ordinary Shares (AY) in Q1 2022, closing a stake of 59,429 shares — an estimated $2.13M sold.

Jackson Wealth Management first reported a position in AY in Q4 2020 and held it in 5 quarters. The position peaked at $2.13M in Q4 2021. 207 funds tracked by Wall St. Rank hold AY as of Q1 2022.

Jackson Wealth Management reported no remaining Atlantica Sustainable Infrastructure plc Ordinary Shares position as of Q1 2022 after selling out during the quarter.
Jackson Wealth Management sold 59,429 Atlantica Sustainable Infrastructure plc Ordinary Shares shares in Q1 2022, an estimated $2.13M.
Jackson Wealth Management first reported a position in Atlantica Sustainable Infrastructure plc Ordinary Shares in Q4 2020 and held it in 5 quarters.
Jackson Wealth Management's Atlantica Sustainable Infrastructure plc Ordinary Shares position peaked at $2.13M in Q4 2021.
207 funds tracked by Wall St. Rank held Atlantica Sustainable Infrastructure plc Ordinary Shares as of Q1 2022.

Based on Jackson Wealth Management's 13F filing for Q1 2022, filed 5 May 2022.