NFG
AY

Next Financial Group’s Atlantica Sustainable Infrastructure plc Ordinary Shares AY Stock Holding History

Next Financial Group’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
2021
Q4 		– Sell
-715
Closed -$25K – 3011
2021
Q3 		$25K Hold
715
– – ﹤0.01% 1722
2021
Q2 		$27K Hold
715
– – ﹤0.01% 1645
2021
Q1 		$26K Buy
+715
New +$28.1K ﹤0.01% 1552

Other funds holding AY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Ameriprise
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
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BlackRock
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
Dimensional Fund Advisors
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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Next Financial Group's AY Position: Q4 2021 in Review

Next Financial Group sold out of Atlantica Sustainable Infrastructure plc Ordinary Shares (AY) in Q4 2021, closing a stake of 715 shares — an estimated $25K sold.

Next Financial Group first reported a position in AY in Q1 2021 and held it in 3 quarters. The position peaked at $27K in Q2 2021. 211 funds tracked by Wall St. Rank hold AY as of Q4 2021.

  • Next Financial Group reported no remaining Atlantica Sustainable Infrastructure plc Ordinary Shares position as of Q4 2021 after selling out during the quarter.
  • Next Financial Group sold 715 Atlantica Sustainable Infrastructure plc Ordinary Shares shares in Q4 2021, an estimated $25K.
  • Next Financial Group first reported a position in Atlantica Sustainable Infrastructure plc Ordinary Shares in Q1 2021 and held it in 3 quarters.
  • Next Financial Group's Atlantica Sustainable Infrastructure plc Ordinary Shares position peaked at $27K in Q2 2021.
  • 211 funds tracked by Wall St. Rank held Atlantica Sustainable Infrastructure plc Ordinary Shares as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.