WKWM
AY

Walter & Keenan Wealth Management’s Atlantica Sustainable Infrastructure plc Ordinary Shares AY Stock Holding History

Walter & Keenan Wealth Management’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
Q1 		– Sell
-2,990
Closed -$114K – 155
2020
Q4 		$114K Buy
+2,990
New +$98.9K 0.04% 143

Other funds holding AY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
NPIC
Neumeier Poma Investment Counsel Carmel, California $1.21B AUM 70.48% 1-Year Est. Return

Walter & Keenan Wealth Management's AY Position: Q1 2021 in Review

Walter & Keenan Wealth Management sold out of Atlantica Sustainable Infrastructure plc Ordinary Shares (AY) in Q1 2021, closing a stake of 2,990 shares — an estimated $114K sold.

Walter & Keenan Wealth Management first reported a position in AY in Q4 2020 and held it in 1 quarter. The position peaked at $114K in Q4 2020. 199 funds tracked by Wall St. Rank hold AY as of Q1 2021.

  • Walter & Keenan Wealth Management reported no remaining Atlantica Sustainable Infrastructure plc Ordinary Shares position as of Q1 2021 after selling out during the quarter.
  • Walter & Keenan Wealth Management sold 2,990 Atlantica Sustainable Infrastructure plc Ordinary Shares shares in Q1 2021, an estimated $114K.
  • Walter & Keenan Wealth Management first reported a position in Atlantica Sustainable Infrastructure plc Ordinary Shares in Q4 2020 and held it in 1 quarter.
  • Walter & Keenan Wealth Management's Atlantica Sustainable Infrastructure plc Ordinary Shares position peaked at $114K in Q4 2020.
  • 199 funds tracked by Wall St. Rank held Atlantica Sustainable Infrastructure plc Ordinary Shares as of Q1 2021.

Based on Walter & Keenan Wealth Management's 13F filing for Q1 2021, filed 30 Apr 2021.