Redwood Wealth Management Group’s Atlantica Sustainable Infrastructure plc Ordinary Shares AY Stock Holding History

Redwood Wealth Management Group’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 Q3	–	Sell	-8,000	Closed	-$176K	–	1168
2024 Q2	$176K	Buy	+8,000	New	+$168K	0.13%	123
2023 Q3	–	Sell	-9,534	Closed	-$223K	–	149
2023 Q2	$223K	Sell	9,534 -200	-2%	-$5.14K	0.25%	112
2023 Q1	$288K	Buy	9,734 +150	+2%	+$4.07K	0.33%	89
2022 Q4	$248K	Buy	+9,584	New	+$259K	0.31%	94

Other funds holding AY

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

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

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Kryger Capital London, United Kingdom $1.41B AUM 86.31% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

AAM

Alpine Associates Management Palm Beach, Florida $1.7B AUM 97.55% 1-Year Est. Return

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

CIMLRA

CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return

Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return

MAM

Melqart Asset Management London, United Kingdom $1.01B AUM 84.85% 1-Year Est. Return

Redwood Wealth Management Group's AY Position: Q3 2024 in Review

Redwood Wealth Management Group sold out of Atlantica Sustainable Infrastructure plc Ordinary Shares (AY) in Q3 2024, closing a stake of 8,000 shares — an estimated $176K sold.

Redwood Wealth Management Group first reported a position in AY in Q4 2022 and held it in 4 quarters. The position peaked at $288K in Q1 2023. 188 funds tracked by Wall St. Rank hold AY as of Q3 2024.

Redwood Wealth Management Group reported no remaining Atlantica Sustainable Infrastructure plc Ordinary Shares position as of Q3 2024 after selling out during the quarter.
Redwood Wealth Management Group sold 8,000 Atlantica Sustainable Infrastructure plc Ordinary Shares shares in Q3 2024, an estimated $176K.
Redwood Wealth Management Group first reported a position in Atlantica Sustainable Infrastructure plc Ordinary Shares in Q4 2022 and held it in 4 quarters.
Redwood Wealth Management Group's Atlantica Sustainable Infrastructure plc Ordinary Shares position peaked at $288K in Q1 2023.
188 funds tracked by Wall St. Rank held Atlantica Sustainable Infrastructure plc Ordinary Shares as of Q3 2024.

Based on Redwood Wealth Management Group's 13F filing for Q3 2024, filed 13 Nov 2024.