Kore Private Wealth’s Atlantica Sustainable Infrastructure plc Ordinary Shares AY Stock Holding History

Kore Private Wealth’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	-9,124	Closed	-$326K	–	339
2021 Q4	$326K	Buy	9,124 +52	+0.6%	+$1.95K	0.04%	226
2021 Q3	$313K	Buy	9,072 +50	+0.6%	+$1.89K	0.03%	323
2021 Q2	$336K	Hold	9,022	–	–	0.04%	293
2021 Q1	$330K	Buy	9,022 +1,643	+22%	+$64.6K	0.04%	256
2020 Q4	$280K	Hold	7,379	–	–	0.04%	251
2020 Q3	$211K	Buy	7,379 +2,707	+58%	+$79.2K	0.04%	245
2020 Q2	$135K	Hold	4,672	–	–	0.03%	290
2020 Q1	$104K	Hold	4,672	–	–	0.02%	309
2019 Q4	$123K	Buy	+4,672	New	+$117K	0.02%	328
2019 Q2	–	Sell	-4,672	Closed	-$91K	–	812
2019 Q1	$91K	Buy	+4,672	New	+$88.8K	0.02%	299

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

Kore Private Wealth's AY Position: Q1 2022 in Review

Kore Private Wealth sold out of Atlantica Sustainable Infrastructure plc Ordinary Shares (AY) in Q1 2022, closing a stake of 9,124 shares — an estimated $326K sold.

Kore Private Wealth first reported a position in AY in Q1 2019 and held it in 10 quarters. The position peaked at $336K in Q2 2021. 207 funds tracked by Wall St. Rank hold AY as of Q1 2022.

Kore Private Wealth reported no remaining Atlantica Sustainable Infrastructure plc Ordinary Shares position as of Q1 2022 after selling out during the quarter.
Kore Private Wealth sold 9,124 Atlantica Sustainable Infrastructure plc Ordinary Shares shares in Q1 2022, an estimated $326K.
Kore Private Wealth first reported a position in Atlantica Sustainable Infrastructure plc Ordinary Shares in Q1 2019 and held it in 10 quarters.
Kore Private Wealth's Atlantica Sustainable Infrastructure plc Ordinary Shares position peaked at $336K in Q2 2021.
207 funds tracked by Wall St. Rank held Atlantica Sustainable Infrastructure plc Ordinary Shares as of Q1 2022.

Based on Kore Private Wealth's 13F filing for Q1 2022, filed 13 May 2022.