Kovitz Investment Group Partners
AY

Kovitz Investment Group Partners’s Atlantica Sustainable Infrastructure plc Ordinary Shares AY Stock Holding History

Kovitz Investment Group Partners’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
2024
Q2 		– Sell
-23,269
Closed -$430K – 837
2024
Q1 		$430K Buy
+23,269
New +$439K 0.01% 534

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Amundi
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Invesco
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KC
Kryger Capital London, United Kingdom $1.41B AUM 86.31% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
MAM
Melqart Asset Management London, United Kingdom $1.01B AUM 84.85% 1-Year Est. Return
ACM
Advisors Capital Management Ridgewood, New Jersey $8.58B AUM 23.43% 1-Year Est. Return
AAM
Alpine Associates Management Palm Beach, Florida $1.7B AUM 97.55% 1-Year Est. Return

Kovitz Investment Group Partners's AY Position: Q2 2024 in Review

Kovitz Investment Group Partners sold out of Atlantica Sustainable Infrastructure plc Ordinary Shares (AY) in Q2 2024, closing a stake of 23,269 shares — an estimated $430K sold.

Kovitz Investment Group Partners first reported a position in AY in Q1 2024 and held it in 1 quarter. The position peaked at $430K in Q1 2024. 202 funds tracked by Wall St. Rank hold AY as of Q2 2024.

  • Kovitz Investment Group Partners reported no remaining Atlantica Sustainable Infrastructure plc Ordinary Shares position as of Q2 2024 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 23,269 Atlantica Sustainable Infrastructure plc Ordinary Shares shares in Q2 2024, an estimated $430K.
  • Kovitz Investment Group Partners first reported a position in Atlantica Sustainable Infrastructure plc Ordinary Shares in Q1 2024 and held it in 1 quarter.
  • Kovitz Investment Group Partners's Atlantica Sustainable Infrastructure plc Ordinary Shares position peaked at $430K in Q1 2024.
  • 202 funds tracked by Wall St. Rank held Atlantica Sustainable Infrastructure plc Ordinary Shares as of Q2 2024.

Based on Kovitz Investment Group Partners's 13F filing for Q2 2024, filed 14 Aug 2024.