Sigma Planning Corp’s Atlantica Sustainable Infrastructure plc Ordinary Shares AY Stock Holding History

Sigma Planning Corp’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
2023 Q4	–	Sell	-11,823	Closed	-$226K	–	1203
2023 Q3	$226K	Sell	11,823 -4,299	-27%	-$97.3K	0.01%	1041
2023 Q2	$378K	Sell	16,122 -127	-0.8%	-$3.26K	0.01%	848
2023 Q1	$480K	Buy	+16,249	New	+$441K	0.02%	811
2022 Q2	–	Sell	-7,587	Closed	-$266K	–	1460
2022 Q1	$266K	Buy	7,587 +6	+0.1%	+$201	0.01%	1123
2021 Q4	$271K	Sell	7,581 -14	-0.2%	-$525	0.01%	1142
2021 Q3	$262K	Sell	7,595 -884	-10%	-$33.5K	0.01%	1136
2021 Q2	$316K	Buy	8,479 +655	+8%	+$24.3K	0.01%	1052
2021 Q1	$287K	Buy	7,824 +2,419	+45%	+$95.2K	0.01%	1015
2020 Q4	$205K	Buy	+5,405	New	+$179K	0.01%	1099
2016 Q2	–	Sell	-10,628	Closed	-$189K	–	773
2016 Q1	$189K	Buy	+10,628	New	+$180K	0.03%	611

Other funds holding AY

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

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return

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

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

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

Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return

NPIC

Neumeier Poma Investment Counsel Carmel, California $1.21B AUM 70.48% 1-Year Est. Return

MAM

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

Sigma Planning Corp's AY Position: Q4 2023 in Review

Sigma Planning Corp sold out of Atlantica Sustainable Infrastructure plc Ordinary Shares (AY) in Q4 2023, closing a stake of 11,823 shares — an estimated $226K sold.

Sigma Planning Corp first reported a position in AY in Q1 2016 and held it in 10 quarters. The position peaked at $480K in Q1 2023. 204 funds tracked by Wall St. Rank hold AY as of Q4 2023.

Sigma Planning Corp reported no remaining Atlantica Sustainable Infrastructure plc Ordinary Shares position as of Q4 2023 after selling out during the quarter.
Sigma Planning Corp sold 11,823 Atlantica Sustainable Infrastructure plc Ordinary Shares shares in Q4 2023, an estimated $226K.
Sigma Planning Corp first reported a position in Atlantica Sustainable Infrastructure plc Ordinary Shares in Q1 2016 and held it in 10 quarters.
Sigma Planning Corp's Atlantica Sustainable Infrastructure plc Ordinary Shares position peaked at $480K in Q1 2023.
204 funds tracked by Wall St. Rank held Atlantica Sustainable Infrastructure plc Ordinary Shares as of Q4 2023.

Based on Sigma Planning Corp's 13F filing for Q4 2023, filed 1 Feb 2024.