SWM
AY

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

Selective 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
2022
Q4 		– Sell
-2,025
Closed -$53K – 766
2022
Q3 		$53K Sell
2,025
-110
-5% -$3.64K 0.02% 295
2022
Q2 		$69K Buy
2,135
+1,707
+399% +$55.5K 0.02% 270
2022
Q1 		$15K Buy
+428
New +$14.3K 0.01% 487

Other funds holding AY

KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Selective Wealth Management's AY Position: Q4 2022 in Review

Selective Wealth Management sold out of Atlantica Sustainable Infrastructure plc Ordinary Shares (AY) in Q4 2022, closing a stake of 2,025 shares — an estimated $53K sold.

Selective Wealth Management first reported a position in AY in Q1 2022 and held it in 3 quarters. The position peaked at $69K in Q2 2022. 188 funds tracked by Wall St. Rank hold AY as of Q4 2022.

  • Selective Wealth Management reported no remaining Atlantica Sustainable Infrastructure plc Ordinary Shares position as of Q4 2022 after selling out during the quarter.
  • Selective Wealth Management sold 2,025 Atlantica Sustainable Infrastructure plc Ordinary Shares shares in Q4 2022, an estimated $53K.
  • Selective Wealth Management first reported a position in Atlantica Sustainable Infrastructure plc Ordinary Shares in Q1 2022 and held it in 3 quarters.
  • Selective Wealth Management's Atlantica Sustainable Infrastructure plc Ordinary Shares position peaked at $69K in Q2 2022.
  • 188 funds tracked by Wall St. Rank held Atlantica Sustainable Infrastructure plc Ordinary Shares as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.