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

Valeo 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
2021 Q2	–	Sell	-104	Closed	-$4K	–	1910
2021 Q1	$4K	Buy	+104	New	+$4.09K	﹤0.01%	1653
2018 Q4	–	Sell	-42	Closed	-$832	–	1765
2018 Q3	$1K	Hold	42	–	–	﹤0.01%	1708
2018 Q2	$1K	Hold	42	–	–	﹤0.01%	1535
2018 Q1	$1K	Hold	42	–	–	﹤0.01%	1485
2017 Q4	$1K	Buy	+42	New	+$917	﹤0.01%	1335

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

Valeo Financial Advisors's AY Position: Q2 2021 in Review

Valeo Financial Advisors sold out of Atlantica Sustainable Infrastructure plc Ordinary Shares (AY) in Q2 2021, closing a stake of 104 shares — an estimated $4K sold.

Valeo Financial Advisors first reported a position in AY in Q4 2017 and held it in 5 quarters. The position peaked at $4K in Q1 2021. 201 funds tracked by Wall St. Rank hold AY as of Q2 2021.

Valeo Financial Advisors reported no remaining Atlantica Sustainable Infrastructure plc Ordinary Shares position as of Q2 2021 after selling out during the quarter.
Valeo Financial Advisors sold 104 Atlantica Sustainable Infrastructure plc Ordinary Shares shares in Q2 2021, an estimated $4K.
Valeo Financial Advisors first reported a position in Atlantica Sustainable Infrastructure plc Ordinary Shares in Q4 2017 and held it in 5 quarters.
Valeo Financial Advisors's Atlantica Sustainable Infrastructure plc Ordinary Shares position peaked at $4K in Q1 2021.
201 funds tracked by Wall St. Rank held Atlantica Sustainable Infrastructure plc Ordinary Shares as of Q2 2021.

Based on Valeo Financial Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.