PIWA
AY

Prevail Innovative Wealth Advisors’s Atlantica Sustainable Infrastructure plc Ordinary Shares AY Stock Holding History

Prevail Innovative Wealth 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
Q2 		– Sell
-98,198
Closed -$1.81M – 196
2024
Q1 		$1.81M Buy
+98,198
New +$1.85M 0.67% 66

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
KC
Kryger Capital London, United Kingdom $1.41B AUM 86.31% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 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
AAM
Alpine Associates Management Palm Beach, Florida $1.7B AUM 97.55% 1-Year Est. Return

Prevail Innovative Wealth Advisors's AY Position: Q2 2024 in Review

Prevail Innovative Wealth Advisors sold out of Atlantica Sustainable Infrastructure plc Ordinary Shares (AY) in Q2 2024, closing a stake of 98,198 shares — an estimated $1.81M sold.

Prevail Innovative Wealth Advisors first reported a position in AY in Q1 2024 and held it in 1 quarter. The position peaked at $1.81M in Q1 2024. 202 funds tracked by Wall St. Rank hold AY as of Q2 2024.

  • Prevail Innovative Wealth Advisors reported no remaining Atlantica Sustainable Infrastructure plc Ordinary Shares position as of Q2 2024 after selling out during the quarter.
  • Prevail Innovative Wealth Advisors sold 98,198 Atlantica Sustainable Infrastructure plc Ordinary Shares shares in Q2 2024, an estimated $1.81M.
  • Prevail Innovative Wealth Advisors first reported a position in Atlantica Sustainable Infrastructure plc Ordinary Shares in Q1 2024 and held it in 1 quarter.
  • Prevail Innovative Wealth Advisors's Atlantica Sustainable Infrastructure plc Ordinary Shares position peaked at $1.81M in Q1 2024.
  • 202 funds tracked by Wall St. Rank held Atlantica Sustainable Infrastructure plc Ordinary Shares as of Q2 2024.

Based on Prevail Innovative Wealth Advisors's 13F filing for Q2 2024, filed 8 Aug 2024.