JFS Wealth Advisors’s Atlantica Sustainable Infrastructure plc Ordinary Shares AY Stock Holding History

JFS Wealth Advisors’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	-33	Closed	-$774	–	2011
2023 Q2	$774	Hold	33	–	–	﹤0.01%	1673
2023 Q1	$976	Sell	33 -17	-34%	-$462	﹤0.01%	1589
2022 Q4	$1.29K	Hold	50	–	–	﹤0.01%	1528
2022 Q3	$1K	Sell	50 -34	-40%	-$1.12K	﹤0.01%	1697
2022 Q2	$3K	Buy	84 +32	+62%	+$1.04K	﹤0.01%	1259
2022 Q1	$2K	Buy	52 +30	+136%	+$1K	﹤0.01%	1535
2021 Q4	$1K	Buy	+22	New	+$825	﹤0.01%	1643

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

JFS Wealth Advisors's AY Position: Q3 2023 in Review

JFS Wealth Advisors sold out of Atlantica Sustainable Infrastructure plc Ordinary Shares (AY) in Q3 2023, closing a stake of 33 shares — an estimated $774 sold.

JFS Wealth Advisors first reported a position in AY in Q4 2021 and held it in 7 quarters. The position peaked at $3K in Q2 2022. 186 funds tracked by Wall St. Rank hold AY as of Q3 2023.

JFS Wealth Advisors reported no remaining Atlantica Sustainable Infrastructure plc Ordinary Shares position as of Q3 2023 after selling out during the quarter.
JFS Wealth Advisors sold 33 Atlantica Sustainable Infrastructure plc Ordinary Shares shares in Q3 2023, an estimated $774.
JFS Wealth Advisors first reported a position in Atlantica Sustainable Infrastructure plc Ordinary Shares in Q4 2021 and held it in 7 quarters.
JFS Wealth Advisors's Atlantica Sustainable Infrastructure plc Ordinary Shares position peaked at $3K in Q2 2022.
186 funds tracked by Wall St. Rank held Atlantica Sustainable Infrastructure plc Ordinary Shares as of Q3 2023.

Based on JFS Wealth Advisors's 13F filing for Q3 2023, filed 2 Nov 2023.