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

Sugarloaf 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
2023 Q1	–	Sell	-105	Closed	-$2.71K	–	789
2022 Q4	$2.71K	Buy	105 +2	+2%	+$54	﹤0.01%	643
2022 Q3	$3K	Buy	103 +1	+1%	+$33	﹤0.01%	693
2022 Q2	$3K	Buy	+102	New	+$3.31K	﹤0.01%	683

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

NPIC

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

Sugarloaf Wealth Management's AY Position: Q1 2023 in Review

Sugarloaf Wealth Management sold out of Atlantica Sustainable Infrastructure plc Ordinary Shares (AY) in Q1 2023, closing a stake of 105 shares — an estimated $2.71K sold.

Sugarloaf Wealth Management first reported a position in AY in Q2 2022 and held it in 3 quarters. The position peaked at $3K in Q3 2022. 202 funds tracked by Wall St. Rank hold AY as of Q1 2023.

Sugarloaf Wealth Management reported no remaining Atlantica Sustainable Infrastructure plc Ordinary Shares position as of Q1 2023 after selling out during the quarter.
Sugarloaf Wealth Management sold 105 Atlantica Sustainable Infrastructure plc Ordinary Shares shares in Q1 2023, an estimated $2.71K.
Sugarloaf Wealth Management first reported a position in Atlantica Sustainable Infrastructure plc Ordinary Shares in Q2 2022 and held it in 3 quarters.
Sugarloaf Wealth Management's Atlantica Sustainable Infrastructure plc Ordinary Shares position peaked at $3K in Q3 2022.
202 funds tracked by Wall St. Rank held Atlantica Sustainable Infrastructure plc Ordinary Shares as of Q1 2023.

Based on Sugarloaf Wealth Management's 13F filing for Q1 2023, filed 26 Apr 2023.