UCFA
AY

United Capital Financial Advisors’s Atlantica Sustainable Infrastructure plc Ordinary Shares AY Stock Holding History

United Capital Financial 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
2024
Q2 		– Sell
-10,305
Closed -$190K – 1127
2024
Q1 		$190K Sell
10,305
-7,817
-43% -$147K ﹤0.01% 1028
2023
Q4 		$390K Sell
18,122
-195,203
-92% -$3.71M ﹤0.01% 793
2023
Q3 		$4.07M Sell
213,325
-11,527
-5% -$261K 0.03% 324
2023
Q2 		$5.27M Sell
224,852
-32,584
-13% -$837K 0.03% 305
2023
Q1 		$7.61M Sell
257,436
-63,060
-20% -$1.71M 0.04% 275
2022
Q4 		$8.3M Sell
320,496
-140,975
-31% -$3.81M 0.05% 269
2022
Q3 		$12.1M Sell
461,471
-11,839
-3% -$391K 0.07% 216
2022
Q2 		$15.3M Buy
473,310
+32
+0% +$1.04K 0.08% 204
2022
Q1 		$16.6M Buy
473,278
+22,183
+5% +$743K 0.08% 210
2021
Q4 		$16.1M Sell
451,095
-15,747
-3% -$591K 0.07% 229
2021
Q3 		$16.1M Buy
466,842
+30,614
+7% +$1.16M 0.08% 213
2021
Q2 		$16.2M Buy
436,228
+19,475
+5% +$723K 0.08% 216
2021
Q1 		$15.3M Buy
416,753
+18,829
+5% +$741K 0.08% 215
2020
Q4 		$15.1M Buy
397,924
+45,641
+13% +$1.51M 0.09% 207
2020
Q3 		$10.1M Buy
352,283
+18,531
+6% +$542K 0.07% 251
2020
Q2 		$9.71M Buy
333,752
+20,210
+6% +$509K 0.07% 256
2020
Q1 		$6.99M Buy
313,542
+28,671
+10% +$774K 0.06% 288
2019
Q4 		$7.52M Buy
284,871
+63,688
+29% +$1.59M 0.05% 347
2019
Q3 		$5.29M Buy
221,183
+207,777
+1,550% +$4.9M 0.04% 398
2019
Q2 		$301K Buy
+13,406
New +$284K ﹤0.01% 1212

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

United Capital Financial Advisors's AY Position: Q2 2024 in Review

United Capital Financial Advisors sold out of Atlantica Sustainable Infrastructure plc Ordinary Shares (AY) in Q2 2024, closing a stake of 10,305 shares — an estimated $190K sold.

United Capital Financial Advisors first reported a position in AY in Q2 2019 and held it in 20 quarters. The position peaked at $16.6M in Q1 2022. 202 funds tracked by Wall St. Rank hold AY as of Q2 2024.

  • United Capital Financial Advisors reported no remaining Atlantica Sustainable Infrastructure plc Ordinary Shares position as of Q2 2024 after selling out during the quarter.
  • United Capital Financial Advisors sold 10,305 Atlantica Sustainable Infrastructure plc Ordinary Shares shares in Q2 2024, an estimated $190K.
  • United Capital Financial Advisors first reported a position in Atlantica Sustainable Infrastructure plc Ordinary Shares in Q2 2019 and held it in 20 quarters.
  • United Capital Financial Advisors's Atlantica Sustainable Infrastructure plc Ordinary Shares position peaked at $16.6M in Q1 2022.
  • 202 funds tracked by Wall St. Rank held Atlantica Sustainable Infrastructure plc Ordinary Shares as of Q2 2024.

Based on United Capital Financial Advisors's 13F filing for Q2 2024, filed 14 Aug 2024.