PS
AY

Planned Solutions’s Atlantica Sustainable Infrastructure plc Ordinary Shares AY Stock Holding History

Planned Solutions’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
Q1 		– Sell
-500
Closed -$10.8K – 579
2023
Q4 		$10.8K Buy
+500
New +$9.51K 0.01% 412

Other funds holding AY

Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
MAM
Melqart Asset Management London, United Kingdom $1.01B AUM 84.85% 1-Year Est. Return
ACM
Advisors Capital Management Ridgewood, New Jersey $8.58B AUM 23.43% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return

Planned Solutions's AY Position: Q1 2024 in Review

Planned Solutions sold out of Atlantica Sustainable Infrastructure plc Ordinary Shares (AY) in Q1 2024, closing a stake of 500 shares — an estimated $10.8K sold.

Planned Solutions first reported a position in AY in Q4 2023 and held it in 1 quarter. The position peaked at $10.8K in Q4 2023. 187 funds tracked by Wall St. Rank hold AY as of Q1 2024.

  • Planned Solutions reported no remaining Atlantica Sustainable Infrastructure plc Ordinary Shares position as of Q1 2024 after selling out during the quarter.
  • Planned Solutions sold 500 Atlantica Sustainable Infrastructure plc Ordinary Shares shares in Q1 2024, an estimated $10.8K.
  • Planned Solutions first reported a position in Atlantica Sustainable Infrastructure plc Ordinary Shares in Q4 2023 and held it in 1 quarter.
  • Planned Solutions's Atlantica Sustainable Infrastructure plc Ordinary Shares position peaked at $10.8K in Q4 2023.
  • 187 funds tracked by Wall St. Rank held Atlantica Sustainable Infrastructure plc Ordinary Shares as of Q1 2024.

Based on Planned Solutions's 13F filing for Q1 2024, filed 26 Apr 2024.