SFG
AY

Steward Financial Group’s Atlantica Sustainable Infrastructure plc Ordinary Shares AY Stock Holding History

Steward Financial Group’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
Q2 		– Sell
-15
Closed – – 1056
2023
Q1 		$0 Sell
15
-8
-35% -$217 ﹤0.01% 949
2022
Q4 		$0 Buy
+23
New +$621 ﹤0.01% 864
2022
Q3 		– Sell
-38
Closed -$1K – 1403
2022
Q2 		$1K Buy
+38
New +$1.24K ﹤0.01% 917

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
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Invesco
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
Millennium Management New York $240B AUM 35.51% 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
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return

Steward Financial Group's AY Position: Q2 2023 in Review

Steward Financial Group sold out of Atlantica Sustainable Infrastructure plc Ordinary Shares (AY) in Q2 2023, closing a stake of 15 shares.

Steward Financial Group first reported a position in AY in Q2 2022 and held it in 3 quarters. The position peaked at $1K in Q2 2022. 202 funds tracked by Wall St. Rank hold AY as of Q2 2023.

  • Steward Financial Group reported no remaining Atlantica Sustainable Infrastructure plc Ordinary Shares position as of Q2 2023 after selling out during the quarter.
  • Steward Financial Group sold 15 Atlantica Sustainable Infrastructure plc Ordinary Shares shares in Q2 2023.
  • Steward Financial Group first reported a position in Atlantica Sustainable Infrastructure plc Ordinary Shares in Q2 2022 and held it in 3 quarters.
  • Steward Financial Group's Atlantica Sustainable Infrastructure plc Ordinary Shares position peaked at $1K in Q2 2022.
  • 202 funds tracked by Wall St. Rank held Atlantica Sustainable Infrastructure plc Ordinary Shares as of Q2 2023.

Based on Steward Financial Group's 13F filing for Q2 2023, filed 7 Aug 2023.