Patriot Financial Group Insurance Agency’s Atlantica Sustainable Infrastructure plc Ordinary Shares AY Stock Holding History

Patriot Financial Group Insurance Agency’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	-83	Closed	-$3K	–	2286
2021 Q3	$3K	Buy	+83	New	+$3.15K	﹤0.01%	1893

Other funds holding AY

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

NPIC

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

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Patriot Financial Group Insurance Agency's AY Position: Q4 2021 in Review

Patriot Financial Group Insurance Agency sold out of Atlantica Sustainable Infrastructure plc Ordinary Shares (AY) in Q4 2021, closing a stake of 83 shares — an estimated $3K sold.

Patriot Financial Group Insurance Agency first reported a position in AY in Q3 2021 and held it in 1 quarter. The position peaked at $3K in Q3 2021. 211 funds tracked by Wall St. Rank hold AY as of Q4 2021.

Patriot Financial Group Insurance Agency reported no remaining Atlantica Sustainable Infrastructure plc Ordinary Shares position as of Q4 2021 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 83 Atlantica Sustainable Infrastructure plc Ordinary Shares shares in Q4 2021, an estimated $3K.
Patriot Financial Group Insurance Agency first reported a position in Atlantica Sustainable Infrastructure plc Ordinary Shares in Q3 2021 and held it in 1 quarter.
Patriot Financial Group Insurance Agency's Atlantica Sustainable Infrastructure plc Ordinary Shares position peaked at $3K in Q3 2021.
211 funds tracked by Wall St. Rank held Atlantica Sustainable Infrastructure plc Ordinary Shares as of Q4 2021.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q4 2021, filed 10 Jan 2022.