RSWM
AY

Robertson Stephens Wealth Management’s Atlantica Sustainable Infrastructure plc Ordinary Shares AY Stock Holding History

Robertson Stephens Wealth Management’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
2020
Q2 		– Sell
-11,145
Closed -$249K – 220
2020
Q1 		$249K Buy
+11,145
New +$301K 0.09% 155

Other funds holding AY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Robertson Stephens Wealth Management's AY Position: Q2 2020 in Review

Robertson Stephens Wealth Management sold out of Atlantica Sustainable Infrastructure plc Ordinary Shares (AY) in Q2 2020, closing a stake of 11,145 shares — an estimated $249K sold.

Robertson Stephens Wealth Management first reported a position in AY in Q1 2020 and held it in 1 quarter. The position peaked at $249K in Q1 2020. 152 funds tracked by Wall St. Rank hold AY as of Q2 2020.

  • Robertson Stephens Wealth Management reported no remaining Atlantica Sustainable Infrastructure plc Ordinary Shares position as of Q2 2020 after selling out during the quarter.
  • Robertson Stephens Wealth Management sold 11,145 Atlantica Sustainable Infrastructure plc Ordinary Shares shares in Q2 2020, an estimated $249K.
  • Robertson Stephens Wealth Management first reported a position in Atlantica Sustainable Infrastructure plc Ordinary Shares in Q1 2020 and held it in 1 quarter.
  • Robertson Stephens Wealth Management's Atlantica Sustainable Infrastructure plc Ordinary Shares position peaked at $249K in Q1 2020.
  • 152 funds tracked by Wall St. Rank held Atlantica Sustainable Infrastructure plc Ordinary Shares as of Q2 2020.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2020, filed 12 Aug 2020.