SWM
AY

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

Spire 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
-150
Closed -$4K – 2420
2022
Q3 		$4K Hold
150
– – ﹤0.01% 1834
2022
Q2 		$5K Buy
+150
New +$4.87K ﹤0.01% 2158
2021
Q2 		– Sell
-50
Closed -$2K – 3027
2021
Q1 		$2K Buy
+50
New +$1.97K ﹤0.01% 2900

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

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

Spire Wealth Management sold out of Atlantica Sustainable Infrastructure plc Ordinary Shares (AY) in Q4 2022, closing a stake of 150 shares — an estimated $4K sold.

Spire Wealth Management first reported a position in AY in Q1 2021 and held it in 3 quarters. The position peaked at $5K in Q2 2022. 188 funds tracked by Wall St. Rank hold AY as of Q4 2022.

  • Spire Wealth Management reported no remaining Atlantica Sustainable Infrastructure plc Ordinary Shares position as of Q4 2022 after selling out during the quarter.
  • Spire Wealth Management sold 150 Atlantica Sustainable Infrastructure plc Ordinary Shares shares in Q4 2022, an estimated $4K.
  • Spire Wealth Management first reported a position in Atlantica Sustainable Infrastructure plc Ordinary Shares in Q1 2021 and held it in 3 quarters.
  • Spire Wealth Management's Atlantica Sustainable Infrastructure plc Ordinary Shares position peaked at $5K in Q2 2022.
  • 188 funds tracked by Wall St. Rank held Atlantica Sustainable Infrastructure plc Ordinary Shares as of Q4 2022.

Based on Spire Wealth Management's 13F filing for Q4 2022, filed 3 Feb 2023.