SWM
AY

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

Silverlake 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
Q3 		– Sell
-10,110
Closed -$326K – 217
2022
Q2 		$326K Sell
10,110
-44
-0.4% -$1.43K 0.21% 125
2022
Q1 		$356K Sell
10,154
-1,127
-10% -$37.7K 0.2% 136
2021
Q4 		$403K Buy
+11,281
New +$423K 0.22% 117

Other funds holding AY

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
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
NPIC
Neumeier Poma Investment Counsel Carmel, California $1.21B AUM 70.48% 1-Year Est. Return

Silverlake Wealth Management's AY Position: Q3 2022 in Review

Silverlake Wealth Management sold out of Atlantica Sustainable Infrastructure plc Ordinary Shares (AY) in Q3 2022, closing a stake of 10,110 shares — an estimated $326K sold.

Silverlake Wealth Management first reported a position in AY in Q4 2021 and held it in 3 quarters. The position peaked at $403K in Q4 2021. 202 funds tracked by Wall St. Rank hold AY as of Q3 2022.

  • Silverlake Wealth Management reported no remaining Atlantica Sustainable Infrastructure plc Ordinary Shares position as of Q3 2022 after selling out during the quarter.
  • Silverlake Wealth Management sold 10,110 Atlantica Sustainable Infrastructure plc Ordinary Shares shares in Q3 2022, an estimated $326K.
  • Silverlake Wealth Management first reported a position in Atlantica Sustainable Infrastructure plc Ordinary Shares in Q4 2021 and held it in 3 quarters.
  • Silverlake Wealth Management's Atlantica Sustainable Infrastructure plc Ordinary Shares position peaked at $403K in Q4 2021.
  • 202 funds tracked by Wall St. Rank held Atlantica Sustainable Infrastructure plc Ordinary Shares as of Q3 2022.

Based on Silverlake Wealth Management's 13F filing for Q3 2022, filed 6 Apr 2023.