TCI Wealth Advisors’s Atlantica Sustainable Infrastructure plc Ordinary Shares AY Stock Holding History

TCI Wealth Advisors’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	-5	Closed	-$148	–	2368
2023 Q1	$148	Buy	5 +2	+67%	+$54	﹤0.01%	2368
2022 Q4	$78	Sell	3 -1	-25%	-$27	﹤0.01%	2412
2022 Q3	$0	Buy	+4	New	+$132	﹤0.01%	2644
2017 Q1	–	Sell	-500	Closed	-$10K	–	1400
2016 Q4	$10K	Buy	+500	New	+$9.13K	0.01%	637

Other funds holding AY

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

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 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

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

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

TCI Wealth Advisors's AY Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Atlantica Sustainable Infrastructure plc Ordinary Shares (AY) in Q2 2023, closing a stake of 5 shares — an estimated $148 sold.

TCI Wealth Advisors first reported a position in AY in Q4 2016 and held it in 4 quarters. The position peaked at $10K in Q4 2016. 202 funds tracked by Wall St. Rank hold AY as of Q2 2023.

TCI Wealth Advisors reported no remaining Atlantica Sustainable Infrastructure plc Ordinary Shares position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 5 Atlantica Sustainable Infrastructure plc Ordinary Shares shares in Q2 2023, an estimated $148.
TCI Wealth Advisors first reported a position in Atlantica Sustainable Infrastructure plc Ordinary Shares in Q4 2016 and held it in 4 quarters.
TCI Wealth Advisors's Atlantica Sustainable Infrastructure plc Ordinary Shares position peaked at $10K in Q4 2016.
202 funds tracked by Wall St. Rank held Atlantica Sustainable Infrastructure plc Ordinary Shares as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.