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

Liberty 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
2020 Q4	–	Sell	-69	Closed	-$2K	–	1089
2020 Q3	$2K	Sell	69 -369	-84%	-$10.8K	﹤0.01%	784
2020 Q2	$13K	Buy	438 +63	+17%	+$1.59K	0.01%	453
2020 Q1	$8K	Buy	375 +78	+26%	+$2.11K	0.01%	505
2019 Q4	$8K	Buy	297 +146	+97%	+$3.65K	0.01%	599
2019 Q3	$4K	Buy	151 +31	+26%	+$731	﹤0.01%	687
2019 Q2	$3K	Sell	120 -50	-29%	-$1.06K	﹤0.01%	734
2019 Q1	$3K	Buy	+170	New	+$3.23K	﹤0.01%	613

Other funds holding AY

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

NPIC

Neumeier Poma Investment Counsel Carmel, California $1.21B AUM 70.48% 1-Year Est. Return

Liberty Wealth Management's AY Position: Q4 2020 in Review

Liberty Wealth Management sold out of Atlantica Sustainable Infrastructure plc Ordinary Shares (AY) in Q4 2020, closing a stake of 69 shares — an estimated $2K sold.

Liberty Wealth Management first reported a position in AY in Q1 2019 and held it in 7 quarters. The position peaked at $13K in Q2 2020. 169 funds tracked by Wall St. Rank hold AY as of Q4 2020.

Liberty Wealth Management reported no remaining Atlantica Sustainable Infrastructure plc Ordinary Shares position as of Q4 2020 after selling out during the quarter.
Liberty Wealth Management sold 69 Atlantica Sustainable Infrastructure plc Ordinary Shares shares in Q4 2020, an estimated $2K.
Liberty Wealth Management first reported a position in Atlantica Sustainable Infrastructure plc Ordinary Shares in Q1 2019 and held it in 7 quarters.
Liberty Wealth Management's Atlantica Sustainable Infrastructure plc Ordinary Shares position peaked at $13K in Q2 2020.
169 funds tracked by Wall St. Rank held Atlantica Sustainable Infrastructure plc Ordinary Shares as of Q4 2020.

Based on Liberty Wealth Management's 13F filing for Q4 2020, filed 9 Feb 2021.