OIA
AY

Optimum Investment Advisors’s Atlantica Sustainable Infrastructure plc Ordinary Shares AY Stock Holding History

Optimum Investment Advisors’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
-1,000
Closed -$22K – 649
2024
Q3 		$22K Hold
1,000
– – 0.01% 442
2024
Q2 		$22K Buy
+1,000
New +$21K 0.01% 442

Other funds holding AY

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Optimum Investment Advisors's AY Position: Q4 2024 in Review

Optimum Investment Advisors sold out of Atlantica Sustainable Infrastructure plc Ordinary Shares (AY) in Q4 2024, closing a stake of 1,000 shares — an estimated $22K sold.

Optimum Investment Advisors first reported a position in AY in Q2 2024 and held it in 2 quarters. The position peaked at $22K in Q3 2024. 2 funds tracked by Wall St. Rank hold AY as of Q4 2024.

  • Optimum Investment Advisors reported no remaining Atlantica Sustainable Infrastructure plc Ordinary Shares position as of Q4 2024 after selling out during the quarter.
  • Optimum Investment Advisors sold 1,000 Atlantica Sustainable Infrastructure plc Ordinary Shares shares in Q4 2024, an estimated $22K.
  • Optimum Investment Advisors first reported a position in Atlantica Sustainable Infrastructure plc Ordinary Shares in Q2 2024 and held it in 2 quarters.
  • Optimum Investment Advisors's Atlantica Sustainable Infrastructure plc Ordinary Shares position peaked at $22K in Q3 2024.
  • 2 funds tracked by Wall St. Rank held Atlantica Sustainable Infrastructure plc Ordinary Shares as of Q4 2024.

Based on Optimum Investment Advisors's 13F filing for Q4 2024, filed 11 Feb 2025.