MWM
AY

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

Mission 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
2024
Q4 		– Sell
-40,539
Closed -$891K – 731
2024
Q3 		$891K Sell
40,539
-75
-0.2% -$1.65K 0.02% 316
2024
Q2 		$891K Buy
40,614
+75
+0.2% +$1.57K 0.02% 298
2024
Q1 		$749K Buy
40,539
+14,364
+55% +$271K 0.02% 349
2023
Q4 		$563K Hold
26,175
– – 0.02% 345
2023
Q3 		$500K Buy
26,175
+2,809
+12% +$63.6K 0.02% 337
2023
Q2 		$548K Hold
23,366
– – 0.02% 328
2023
Q1 		$691K Hold
23,366
– – 0.03% 284
2022
Q4 		$605K Buy
23,366
+11,861
+103% +$320K 0.03% 290
2022
Q3 		$303K Hold
11,505
– – 0.02% 394
2022
Q2 		$371K Hold
11,505
– – 0.02% 360
2022
Q1 		$403K Hold
11,505
– – 0.02% 356
2021
Q4 		$411K Sell
11,505
-270
-2% -$10.1K 0.02% 363
2021
Q3 		$406K Buy
11,775
+270
+2% +$10.2K 0.02% 336
2021
Q2 		$428K Hold
11,505
– – 0.02% 316
2021
Q1 		$421K Hold
11,505
– – 0.02% 297
2020
Q4 		$437K Buy
+11,505
New +$380K 0.03% 267

Other funds holding AY

IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Mission Wealth Management's AY Position: Q4 2024 in Review

Mission Wealth Management sold out of Atlantica Sustainable Infrastructure plc Ordinary Shares (AY) in Q4 2024, closing a stake of 40,539 shares — an estimated $891K sold.

Mission Wealth Management first reported a position in AY in Q4 2020 and held it in 16 quarters. The position peaked at $891K in Q2 2024. 2 funds tracked by Wall St. Rank hold AY as of Q4 2024.

  • Mission Wealth Management reported no remaining Atlantica Sustainable Infrastructure plc Ordinary Shares position as of Q4 2024 after selling out during the quarter.
  • Mission Wealth Management sold 40,539 Atlantica Sustainable Infrastructure plc Ordinary Shares shares in Q4 2024, an estimated $891K.
  • Mission Wealth Management first reported a position in Atlantica Sustainable Infrastructure plc Ordinary Shares in Q4 2020 and held it in 16 quarters.
  • Mission Wealth Management's Atlantica Sustainable Infrastructure plc Ordinary Shares position peaked at $891K in Q2 2024.
  • 2 funds tracked by Wall St. Rank held Atlantica Sustainable Infrastructure plc Ordinary Shares as of Q4 2024.

Based on Mission Wealth Management's 13F filing for Q4 2024, filed 6 Feb 2025.