Wagner Wealth Management (South Carolina)’s Atlantica Sustainable Infrastructure plc Ordinary Shares AY Stock Holding History

Wagner Wealth Management (South Carolina)’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 Q3	–	Sell	-125	Closed	-$5K	–	727
2021 Q2	$5K	Buy	+125	New	+$4.64K	﹤0.01%	586

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

NPIC

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

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

Wagner Wealth Management (South Carolina)'s AY Position: Q3 2021 in Review

Wagner Wealth Management (South Carolina) sold out of Atlantica Sustainable Infrastructure plc Ordinary Shares (AY) in Q3 2021, closing a stake of 125 shares — an estimated $5K sold.

Wagner Wealth Management (South Carolina) first reported a position in AY in Q2 2021 and held it in 1 quarter. The position peaked at $5K in Q2 2021. 196 funds tracked by Wall St. Rank hold AY as of Q3 2021.

Wagner Wealth Management (South Carolina) reported no remaining Atlantica Sustainable Infrastructure plc Ordinary Shares position as of Q3 2021 after selling out during the quarter.
Wagner Wealth Management (South Carolina) sold 125 Atlantica Sustainable Infrastructure plc Ordinary Shares shares in Q3 2021, an estimated $5K.
Wagner Wealth Management (South Carolina) first reported a position in Atlantica Sustainable Infrastructure plc Ordinary Shares in Q2 2021 and held it in 1 quarter.
Wagner Wealth Management (South Carolina)'s Atlantica Sustainable Infrastructure plc Ordinary Shares position peaked at $5K in Q2 2021.
196 funds tracked by Wall St. Rank held Atlantica Sustainable Infrastructure plc Ordinary Shares as of Q3 2021.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q3 2021, filed 15 Nov 2021.