U.S. Capital Wealth Advisors’s Atlantica Sustainable Infrastructure plc Ordinary Shares AY Stock Holding History

U.S. Capital 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
2022 Q3	–	Sell	-6,750	Closed	-$218K	–	699
2022 Q2	$218K	Hold	6,750	–	–	0.01%	613
2022 Q1	$237K	Hold	6,750	–	–	0.01%	644
2021 Q4	$241K	Hold	6,750	–	–	0.01%	644
2021 Q3	$233K	Buy	+6,750	New	+$256K	0.01%	664

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

NPIC

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

U.S. Capital Wealth Advisors's AY Position: Q3 2022 in Review

U.S. Capital Wealth Advisors sold out of Atlantica Sustainable Infrastructure plc Ordinary Shares (AY) in Q3 2022, closing a stake of 6,750 shares — an estimated $218K sold.

U.S. Capital Wealth Advisors first reported a position in AY in Q3 2021 and held it in 4 quarters. The position peaked at $241K in Q4 2021. 202 funds tracked by Wall St. Rank hold AY as of Q3 2022.

U.S. Capital Wealth Advisors reported no remaining Atlantica Sustainable Infrastructure plc Ordinary Shares position as of Q3 2022 after selling out during the quarter.
U.S. Capital Wealth Advisors sold 6,750 Atlantica Sustainable Infrastructure plc Ordinary Shares shares in Q3 2022, an estimated $218K.
U.S. Capital Wealth Advisors first reported a position in Atlantica Sustainable Infrastructure plc Ordinary Shares in Q3 2021 and held it in 4 quarters.
U.S. Capital Wealth Advisors's Atlantica Sustainable Infrastructure plc Ordinary Shares position peaked at $241K in Q4 2021.
202 funds tracked by Wall St. Rank held Atlantica Sustainable Infrastructure plc Ordinary Shares as of Q3 2022.

Based on U.S. Capital Wealth Advisors's 13F filing for Q3 2022, filed 1 Nov 2022.