TWP
AY

TFO Wealth Partners’s Atlantica Sustainable Infrastructure plc Ordinary Shares AY Stock Holding History

TFO Wealth Partners’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
2024
Q2 		– Sell
-1
Closed -$18 – 789
2024
Q1 		$18 Hold
1
– – ﹤0.01% 770
2023
Q4 		$22 Hold
1
– – ﹤0.01% 915
2023
Q3 		$23 Hold
1
– – ﹤0.01% 1085
2023
Q2 		$23 Hold
1
– – ﹤0.01% 808
2023
Q1 		$30 Sell
1
-8
-89% -$217 ﹤0.01% 777
2022
Q4 		$229 Buy
+9
New +$243 ﹤0.01% 613

Other funds holding AY

Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
KC
Kryger Capital London, United Kingdom $1.41B AUM 86.31% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
MAM
Melqart Asset Management London, United Kingdom $1.01B AUM 84.85% 1-Year Est. Return
ACM
Advisors Capital Management Ridgewood, New Jersey $8.58B AUM 23.43% 1-Year Est. Return
AAM
Alpine Associates Management Palm Beach, Florida $1.7B AUM 97.55% 1-Year Est. Return

TFO Wealth Partners's AY Position: Q2 2024 in Review

TFO Wealth Partners sold out of Atlantica Sustainable Infrastructure plc Ordinary Shares (AY) in Q2 2024, closing a stake of 1 share — an estimated $18 sold.

TFO Wealth Partners first reported a position in AY in Q4 2022 and held it in 6 quarters. The position peaked at $229 in Q4 2022. 202 funds tracked by Wall St. Rank hold AY as of Q2 2024.

  • TFO Wealth Partners reported no remaining Atlantica Sustainable Infrastructure plc Ordinary Shares position as of Q2 2024 after selling out during the quarter.
  • TFO Wealth Partners sold 1 Atlantica Sustainable Infrastructure plc Ordinary Shares share in Q2 2024, an estimated $18.
  • TFO Wealth Partners first reported a position in Atlantica Sustainable Infrastructure plc Ordinary Shares in Q4 2022 and held it in 6 quarters.
  • TFO Wealth Partners's Atlantica Sustainable Infrastructure plc Ordinary Shares position peaked at $229 in Q4 2022.
  • 202 funds tracked by Wall St. Rank held Atlantica Sustainable Infrastructure plc Ordinary Shares as of Q2 2024.

Based on TFO Wealth Partners's 13F filing for Q2 2024, filed 15 Aug 2024.