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

Phoenix Financial’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 Q3	–	Sell	-555,599	Closed	-$20.7M	–	439
2021 Q2	$20.7M	Buy	555,599 +168,923	+44%	+$6.27M	0.39%	85
2021 Q1	$14.2M	Buy	386,676 +100,000	+35%	+$3.93M	0.32%	84
2020 Q4	$10.9M	Sell	286,676 -64,116	-18%	-$2.12M	0.29%	99
2020 Q3	$9.46M	Buy	350,792 +127,302	+57%	+$3.72M	0.4%	80
2020 Q2	$6.17M	Sell	223,490 -823	-0.4%	-$20.7K	0.26%	99
2020 Q1	$4.89M	Buy	224,313 +78,328	+54%	+$2.11M	0.25%	106
2019 Q4	$3.83M	Buy	+145,985	New	+$3.65M	0.16%	113

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 $5.22B AUM 17.11% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

NPIC

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

TCA

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

Phoenix Financial's AY Position: Q3 2021 in Review

Phoenix Financial sold out of Atlantica Sustainable Infrastructure plc Ordinary Shares (AY) in Q3 2021, closing a stake of 555,599 shares — an estimated $20.7M sold.

Phoenix Financial first reported a position in AY in Q4 2019 and held it in 7 quarters. The position peaked at $20.7M in Q2 2021. 196 funds tracked by Wall St. Rank hold AY as of Q3 2021.

Phoenix Financial reported no remaining Atlantica Sustainable Infrastructure plc Ordinary Shares position as of Q3 2021 after selling out during the quarter.
Phoenix Financial sold 555,599 Atlantica Sustainable Infrastructure plc Ordinary Shares shares in Q3 2021, an estimated $20.7M.
Phoenix Financial first reported a position in Atlantica Sustainable Infrastructure plc Ordinary Shares in Q4 2019 and held it in 7 quarters.
Phoenix Financial's Atlantica Sustainable Infrastructure plc Ordinary Shares position peaked at $20.7M in Q2 2021.
196 funds tracked by Wall St. Rank held Atlantica Sustainable Infrastructure plc Ordinary Shares as of Q3 2021.

Based on Phoenix Financial's 13F filing for Q3 2021, filed 27 Oct 2021.